ST MARY MEDICAL CENTER: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: ST MARY MEDICAL CENTER (EIN 95-1914489)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-04-28
IRS object ID: 201741189349300624
Schema version: 2015v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule G
Schedule H
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-04-28T19:06:42-05:00	ReturnTs
Tax Period End	2016-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	18101 VON KARMAN AVENUE SUITE 1700	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92612	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	951914489	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ST MARY MEDICAL CENTER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% TRACEY FERNANDEZ VP/CFO	InCareOfNm
Business Name Control	STMA	BusinessNameControlTxt
Phone	7602422311	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18300 US HIGHWAY 18	AddressLine1Txt
City	APPLE VALLEY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92307	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TRACEY FERNANDEZ	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	7602422311	PhoneNum
Signature	2017-04-28	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KARA ADAMS	PreparerPersonNm
PTIN	P00023315	PTIN
Phone	9497942300	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ALAN H GARRETT	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18300 US HIGHWAY 18	AddressLine1Txt
City	APPLE VALLEY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92307	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$342,970,368	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Group Exemption	0928	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.STMARYAPPLEVALLEY.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1953	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH & QUALITY OF LIFE IN THE COMMUNITY WE SERVE.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	1828	TotalEmployeeCnt
Total Volunteers	221	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,565,505	PYContributionsGrantsAmt
CY Contributions Grants	$2,374,202	CYContributionsGrantsAmt
PY Program Service Revenue	$328,101,737	PYProgramServiceRevenueAmt
CY Program Service Revenue	$334,320,085	CYProgramServiceRevenueAmt
PY Investment Income	$6,949,843	PYInvestmentIncomeAmt
CY Investment Income	$5,800,360	CYInvestmentIncomeAmt
PY Other Revenue	$163,906	PYOtherRevenueAmt
CY Other Revenue	$143,411	CYOtherRevenueAmt
PY Total Revenue	$338,780,991	PYTotalRevenueAmt
CY Total Revenue	$342,638,058	CYTotalRevenueAmt
PY Grants And Similar Paid	$781,133	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,681,250	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$143,042,643	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$152,711,655	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$1,119	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,001,361	CYTotalFundraisingExpenseAmt
PY Other Expenses	$151,153,385	PYOtherExpensesAmt
CY Other Expenses	$136,384,790	CYOtherExpensesAmt
PY Total Expenses	$294,978,280	PYTotalExpensesAmt
CY Total Expenses	$291,777,695	CYTotalExpensesAmt
PY Revenues Less Expenses	$43,802,711	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$50,860,363	CYRevenuesLessExpensesAmt
Total Assets BOY	$293,108,133	TotalAssetsBOYAmt
Total Assets EOY	$328,752,982	TotalAssetsEOYAmt
Total Liabilities BOY	$93,453,410	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$100,019,250	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$199,654,723	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$228,733,732	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	WE ARE COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$234,857,222	ExpenseAmt
Grant	$2,681,250	GrantAmt
Revenue	$334,322,906	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$234,857,222	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1828	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	TRACEY FERNANDEZ VPCFO	PersonNm
Phone	7609468727	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18300 HIGHWAY 18	AddressLine1Txt
City	APPLE VALLEY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92307	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Henry Gonzalez MD
Board of Director/Chair	5.0	0.0	Yes (X)	$0	$0	$0
Zoheir El-Hajjaoui MD
Board of Directors	2.0	0.0	Yes (X)	$0	$0	$0
Sr Claudette Des Forges
Bd of Dir/Committee Chair	5.0	0.0	Yes (X)	$0	$0	$0
Rob Turner
Board of Directors	2.0	0.0	Yes (X)	$0	$0	$0
Joline Treanor
Board of Director	2.0	50.0	Yes (X)	$0	$652,844	$21,768
Sr Mary Elizabeth Nelsen
Board of Director	2.0	0.0	Yes (X)	$0	$0	$0
David Greiner
Board of Director	2.0	0.0	Yes (X)	$0	$0	$0
Kevin Murphy
Board of Director	2.0	50.0	Yes (X)	$0	$394,523	$50,749
Sr Theresa Lametterey
Board of Director, Vice Chair	5.0	0.0	Yes (X)	$0	$0	$0
Om Sood MD
Bd Of Dir/Pres Med Staff	5.0	0.0	Yes (X)	$0	$0	$0
Paul Gostanian
Board of Director	2.0	0.0	Yes (X)	$0	$0	$0
Regina Weatherspoon-Bell
Board of Director	2.0	0.0	Yes (X)	$0	$0	$0
Alan Garrett
President/CEO	50.0	2.0	Yes (X)	$0	$797,307	$48,356	Yes (X)
Bruce Fay
Board of Directors	2.0	0.0	Yes (X)	$0	$0	$0
VENKAT DEVINENI MD
BD OF DIR/CHF OF STAFF (PT YR)	5.0	0.0	Yes (X)	$0	$0	$0
ERIC MORENO
BOARD OF DIRECTOR (PART YEAR)	2.0	0.0	Yes (X)	$0	$0	$0
BR EDWARD FRANCIS MCENROE
BOARD OF DIRECTOR (PART YEAR)	2.0	0.0	Yes (X)	$0	$0	$0
Tracey Fernandez
Chief Financial Officer	50.0	0.0		$365,216	$0	$35,452	Yes (X)
Tara Cowell
Secretary	2.0	50.0		$0	$443,782	$48,813	Yes (X)
Dennis Haghighat MD
Chief Medical Officer	50.0	0.0		$418,321	$0	$24,211		Yes (X)
Kelly Linden
Chief Operating Officer	50.0	0.0		$413,937	$0	$34,436		Yes (X)
Marilyn Drone
Chief Nursing Officer	50.0	0.0		$338,311	$0	$30,613		Yes (X)
Randy Bevilacqua
VP Strategic Services	50.0	0.0		$271,134	$0	$31,788		Yes (X)
Jean Holtman
VP Human Resources	50.0	0.0		$232,560	$0	$15,503		Yes (X)
Judy Wagner
VP Mission INTEGRATION	50.0	0.0		$212,813	$0	$15,391		Yes (X)
Paul Kaminski
VP Foundation	50.0	0.0		$204,963	$0	$28,498		Yes (X)
Laurie Roberts
Director Community Health	50.0	0.0		$209,154	$0	$25,217			Yes (X)
Marilyn Platt
Certified Nurse Midwife	40.0	0.0		$185,144	$0	$22,794			Yes (X)
Katherine Freeman
Staff RN	36.0	0.0		$183,015	$0	$12,161			Yes (X)
Hans Lim
Clinical Pharmacist	40.0	0.0		$181,075	$0	$32,969			Yes (X)
Matthew Chandler
Director, Clinical Pharmacy	50.0	0.0		$179,355	$0	$30,710			Yes (X)
DAVID O'BRIEN MD
FORMER KEY EMPLOYEE	0.0	57.0		$0	$692,274	$42,772				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,394,998	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$2,980,730	TotReportableCompRltdOrgAmt
Total Other Compensation	$552,201	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	320	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
MEDICAL STAFFING NETWORK
PO BOX 84029	DALLAS	TX	75284	Registry Staffing	$4,203,286
ALLIED ANESTHESIA MEDICAL GROUP
FULLERTON DIVISION	Santa Ana	CA	92705	ANESTHESIA COVERAGE	$1,629,754
Inland Cardiothoracic Surgical
401 East Highland Suite 251	San Bernardino	CA	92404	Medical Services	$1,315,050
Blue Jay Consulting LLC
c/o McDirmit Davis Co LLC	Orlando	FL	32801	INTERIM MGMT SVCS	$552,187
Renal Treatment Centers California
PO Box 781607	Philadelphia	PA	19178	Medical Services	$454,126

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	26	CntrctRcvdGreaterThan100KCnt
Fundraising	$54,900	FundraisingAmt
Related Organizations	$1,568,569	RelatedOrganizationsAmt
Government Grants	$482,563	GovernmentGrantsAmt
All Other Contributions	$268,170	AllOtherContributionsAmt
Noncash Contributions	$0	NoncashContributionsAmt
Total Contributions	$2,374,202	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
NET PATIENT REVENUE	622110	$314,483,113	$314,483,113	$0	$0
CAPITATION PREMIUM REVENUE	622110	$19,076,947	$19,076,947	$0	$0
CAFETERIA REVENUE	722110	$489,118	$489,118	$0	$0
FINANCE CHARGE REVENUE	900099	$127,501	$127,501	$0	$0
EHR INCENTIVE PAYMENTS	900099	$51,185	$51,185	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$92,221	TotalRevenueColumnAmt
Related Or Exempt Func Income	$92,221	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$334,320,085	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,799,034	TotalRevenueColumnAmt
Exclusion	$5,799,034	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$66,968	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$39,016	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$27,952	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$27,952	TotalRevenueColumnAmt
Exclusion	$27,952	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$1,326	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	$1,326	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,326	TotalRevenueColumnAmt
Exclusion	$1,326	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$150,006	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$54,900	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$37,368	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$112,638	TotalRevenueColumnAmt
Exclusion	$112,638	ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$258,747	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$255,926	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,821	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,821	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$342,638,058	TotalRevenueColumnAmt
Related Or Exempt Func Income	$334,322,906	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$5,940,950	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,681,250	TotalAmt
Program Services	$2,681,250	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,457,255	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$2,457,255	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$102,827,365	TotalAmt
Program Services	$98,837,155	ProgramServicesAmt
Management And General	$3,364,774	ManagementAndGeneralAmt
Fundraising	$625,436	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$5,699,746	TotalAmt
Program Services	$5,397,562	ProgramServicesAmt
Management And General	$262,609	ManagementAndGeneralAmt
Fundraising	$39,575	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$33,368,723	TotalAmt
Program Services	$31,374,220	ProgramServicesAmt
Management And General	$1,841,812	ManagementAndGeneralAmt
Fundraising	$152,691	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$8,358,566	TotalAmt
Program Services	$7,941,078	ProgramServicesAmt
Management And General	$372,736	ManagementAndGeneralAmt
Fundraising	$44,752	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$42,637,954	TotalAmt
Program Services	$14,100,990	ProgramServicesAmt
Management And General	$28,536,964	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$848,538	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$848,538	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$29,384	TotalAmt
Program Services	$29,384	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$603,050	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$603,050	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$19,107,425	TotalAmt
Program Services	$18,629,034	ProgramServicesAmt
Management And General	$391,121	ManagementAndGeneralAmt
Fundraising	$87,270	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$55,906	TotalAmt
Program Services	$218	ProgramServicesAmt
Management And General	$55,688	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$319,100	TotalAmt
Program Services	$287,496	ProgramServicesAmt
Management And General	$24,018	ManagementAndGeneralAmt
Fundraising	$7,586	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$489,484	TotalAmt
Program Services	$484,796	ProgramServicesAmt
Management And General	$4,688	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,246,456	TotalAmt
Program Services	$3,868,127	ProgramServicesAmt
Management And General	$376,333	ManagementAndGeneralAmt
Fundraising	$1,996	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$257,370	TotalAmt
Program Services	$137,929	ProgramServicesAmt
Management And General	$108,659	ManagementAndGeneralAmt
Fundraising	$10,782	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$52,687	TotalAmt
Program Services	$32,613	ProgramServicesAmt
Management And General	$18,809	ManagementAndGeneralAmt
Fundraising	$1,265	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,044,930	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$2,044,930	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$12,024,205	TotalAmt
Program Services	$4,347,973	ProgramServicesAmt
Management And General	$7,672,911	ManagementAndGeneralAmt
Fundraising	$3,321	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,127,025	TotalAmt
Program Services	$86,737	ProgramServicesAmt
Management And General	$2,040,288	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEDICAL SUPPLIES	$45,930,641	$45,874,827	$45,285	$10,529
OTHER DIRECT EXPENSES	$4,466,152	$0	$4,466,152	$0
FREIGHT	$427,681	$427,656	$0	$25
DUES & SUBSCRIPTION	$169,603	$48,261	$113,851	$7,491

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$547,199	TotalAmt
Program Services	$269,916	ProgramServicesAmt
Management And General	$268,641	ManagementAndGeneralAmt
Fundraising	$8,642	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$291,777,695	TotalAmt
Program Services	$234,857,222	ProgramServicesAmt
Management And General	$55,919,112	ManagementAndGeneralAmt
Fundraising	$1,001,361	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,651,993	BOYAmt
EOY	$17,709,414	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$56,641,209	BOYAmt
EOY	$56,504,668	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$952,900	BOYAmt
EOY	$952,900	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$39,135,762	BOYAmt
EOY	$40,695,893	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$712,499	BOYAmt
EOY	$702,572	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$4,278,676	BOYAmt
EOY	$4,269,946	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$22,445,858	BOYAmt
EOY	$19,333,448	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$250,818,790	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$131,244,543	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$118,676,387	BOYAmt
EOY	$119,574,247	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$46,118,738	BOYAmt
EOY	$66,848,224	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,494,111	BOYAmt
EOY	$2,161,670	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$293,108,133	BOYAmt
EOY	$328,752,982	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$21,337,135	BOYAmt
EOY	$25,326,148	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$72,116,275	BOYAmt
EOY	$74,693,102	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$93,453,410	BOYAmt
EOY	$100,019,250	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$193,513,789	BOYAmt
EOY	$222,853,429	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,140,934	BOYAmt
EOY	$4,742,817	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,137,486	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$199,654,723	BOYAmt
EOY	$228,733,732	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$293,108,133	BOYAmt
EOY	$328,752,982	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$50,860,363	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$4,961,104	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$16,820,250	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Media Advertisements	$0	MediaAdvertisementsAmt
Mailings Members	false	MailingsMembersInd
Mailings Members	$0	MailingsMembersAmt
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Publications Or Broadcast	$0	PublicationsOrBroadcastAmt
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Grants Other Organizations	$0	GrantsOtherOrganizationsAmt
Direct Contact Legislators	false	DirectContactLegislatorsInd
Direct Contact Legislators	$0	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Rallies Demonstrations	$0	RalliesDemonstrationsAmt
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$29,384	OtherActivitiesAmt
Total Lobbying Expenditures	$29,384	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B, LINE 1I	FormAndLineReferenceDesc
Explanation	LOBBYING ACTIVITIES DURING THE YEAR, ST. JOSEPH HEALTH SYSTEM CONDUCTED ADVOCACY EFFORTS WHICH INCLUDED SOME LOBBYING ACTIVITIES. THESE ACTIVITIES INCLUDED MEETING WITH LOCAL, STATE AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS, AS WELL AS COMMUNICATION TO LEGISLATORS ADVOCATING POSITIONS ON LEGISLATION. THE LOBBYING EXPENDITURES REPORTED REPRESENTS THE PORTION OF DUES ALLOCATED TO ST. MARY MEDICAL CENTER.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$623,378	BeginningYearBalanceAmt
Contributions	$400,000	ContributionsAmt
Investment Earnings Or Losses	$8,629	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,825	GrantsOrScholarshipsAmt
End Year Balance	$1,027,182	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$634,240	BeginningYearBalanceAmt
Investment Earnings Or Losses	$10,138	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$21,000	GrantsOrScholarshipsAmt
End Year Balance	$623,378	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$566,823	BeginningYearBalanceAmt
Investment Earnings Or Losses	$70,417	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,000	GrantsOrScholarshipsAmt
End Year Balance	$634,240	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$549,770	BeginningYearBalanceAmt
Investment Earnings Or Losses	$20,053	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,000	GrantsOrScholarshipsAmt
End Year Balance	$566,823	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$530,889	BeginningYearBalanceAmt
Investment Earnings Or Losses	$21,881	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,000	GrantsOrScholarshipsAmt
End Year Balance	$549,770	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (true)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (true)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$30,153,187	OtherCostOrOtherBasisAmt
Book Value	$30,153,187	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$112,922,815	OtherCostOrOtherBasisAmt
Depreciation	$69,524,004	DepreciationAmt
Book Value	$43,398,811	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$328,078	OtherCostOrOtherBasisAmt
Depreciation	$228,148	DepreciationAmt
Book Value	$99,930	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$77,953,368	OtherCostOrOtherBasisAmt
Depreciation	$59,761,028	DepreciationAmt
Book Value	$18,192,340	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$29,461,342	OtherCostOrOtherBasisAmt
Depreciation	$1,731,363	DepreciationAmt
Book Value	$27,729,979	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$119,574,247	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
INTERCOMPANY W/ HEALTH SYSTEM BONDS	$61,803,295
DUE TO 3RD PARTY PAYORS	$9,589,648
CAPITAL LEASE	$1,368,224
457F LIABILITY	$1,155,740
ANNUITY & TRUST PAYABLE	$773,541
SECURITY DEPOSIT	$2,654

Field	Value	IRS element (for citing)
Total Liability	$74,693,102	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE D, PART V, LINE 4

ENDOWMENT FUNDS USE ENDOWMENT FUNDS WERE DESIGNATED TO PROVIDE SCHOLARSHIP FUNDS FOR NURSING STUDENTS.

SCHEDULE D, PART X, LINE 2

FIN 48 (ASC 740) FOOTNOTE ACCOUNTING STANDARDS CODIFICATION (ASC 740), INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2016 OR 2015.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	ANNUAL GALA	Event1Nm
Gross Receipts Event1	$204,906	GrossReceiptsEvent1Amt
Charitable Contri Event1	$54,900	CharitableContriEvent1Amt
Gross Revenue Event1	$150,006	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$4,000	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$5,934	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$14,082	FoodAndBeverageEvent1Amt
Entertainment Event1	$3,250	EntertainmentEvent1Amt
Other Direct Expenses Event1	$10,102	OtherDirectExpensesEvent1Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$204,906	GrossReceiptsTotalAmt
Charitable Contributions Tot	$54,900	CharitableContributionsTotAmt
Gross Revenue Total Events	$150,006	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$4,000	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$5,934	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$14,082	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$3,250	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$10,102	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$37,368	DirectExpenseSummaryEventsAmt
Net Income Summary	$112,638	NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Discounted Care Other	500.	DiscountedCareOtherPct

Field	Value	IRS element (for citing)
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (true)	ExpensesExceedBudgetInd
Unable To Provide Care	false	UnableToProvideCareInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,165,374	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$2,165,374	NetCommunityBenefitExpnsAmt
Total Expense	0.00740	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$95,794,900	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$85,715,632	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$10,079,268	NetCommunityBenefitExpnsAmt
Total Expense	0.03450	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$97,960,274	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$85,715,632	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$12,244,642	NetCommunityBenefitExpnsAmt
Total Expense	0.04190	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$760,185	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$107,185	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$653,000	NetCommunityBenefitExpnsAmt
Total Expense	0.00220	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$371,007	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$371,007	NetCommunityBenefitExpnsAmt
Total Expense	0.00130	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$5,331,415	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,251,020	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$4,080,395	NetCommunityBenefitExpnsAmt
Total Expense	0.01400	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$641,120	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$641,120	NetCommunityBenefitExpnsAmt
Total Expense	0.00220	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$7,103,727	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,358,205	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$5,745,522	NetCommunityBenefitExpnsAmt
Total Expense	0.01970	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$105,064,001	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$87,073,837	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$17,990,164	NetCommunityBenefitExpnsAmt
Total Expense	0.06160	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,407	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$2,407	NetCommunityBenefitExpnsAmt

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$21,315	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$21,315	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,695	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$803	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$892	NetCommunityBenefitExpnsAmt

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$21,230	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$21,230	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$38,289	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$38,289	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$6,871	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$6,871	NetCommunityBenefitExpnsAmt

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$91,807	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$803	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$91,004	NetCommunityBenefitExpnsAmt
Total Expense	0.00030	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReportedInd
Bad Debt Expense	$6,646,643	BadDebtExpenseAmt
Reimbursed By Medicare	$66,826,064	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$53,580,997	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	$13,245,067	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost Accounting System	Yes (X)	CostAccountingSystemInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ST MARY MEDICAL CENTER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18300 US HIGHWAY 18	AddressLine1Txt
City	APPLE VALLEY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92307	ZIPCd

Field	Value	IRS element (for citing)
Website Address	www.stmaryapplevalley.com	WebsiteAddressTxt
State License	240000207	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	ST MARY MEDICAL CENTER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Information Gaps	Yes (X)	InformationGapsInd
CHNA Conducted	13	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	false	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	false	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	SEE SCHEDULE H, PART V, SECTION C	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	13	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	SEE SCHEDULE H, PART V, SECTION C	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	200.	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	500.	FPGFamilyIncmLmtDscntCarePct
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Other Criteria	Yes (X)	OtherCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Provided Nonprofit Contact	Yes (X)	ProvidedNonprofitContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	SEE PART V, SECTION C	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	SEE PART V, SECTION C	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	SEE SECTION C	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
FAP Notice Displayed	Yes (X)	FAPNoticeDisplayedInd
Other Publicity	Yes (X)	OtherPublicityInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
FAP Notified Upon Admission	Yes (X)	FAPNotifiedUponAdmissionInd
FAP Notified Before Discharge	Yes (X)	FAPNotifiedBeforeDischargeInd
FAP Notified All Patients	Yes (X)	FAPNotifiedAllPatientsInd
Documented Elig Determination	Yes (X)	DocumentedEligDeterminationInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Other Method Used	Yes (X)	OtherMethodUsedInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE H, PART V, SECTION B, LINE 5	COMMUNITY INPUT ST. JOSEPH HEALTH, ST. MARY CONDUCTED A SERIES OF FIVE (5) FOCUS GROUPS AND AN ADDITIONAL SURVEY TO GATHER COMMUNITY INPUT AND PERSPECTIVE WITH SOLUTIONS AND PARTNERS. ONE HUNDRED AND TWENTY-EIGHT (128) LOW INCOME AND HOMELESS PERSONS IDENTIFIED PRESSING HEALTH AND SOCIAL NEEDS INCLUDING ACCESS TO MORE FOOD, HOUSING, EMPLOYMENT AND THE NEED OF EYE CARE. THE SURVEY WAS DESIGNED BY THE HOSPITAL AND CONDUCTED IN THE COMMUNITY OF VICTORVILLE WITH ASSISTANCE OF FEED MY SHEEP MINISTRIES AND THE LORD'S TABLE HOT MEAL PROGRAM. THE SURVEY WAS CONDUCTED IN THE AREA OF VICTORVILLE WHERE THE HOMELESS RESIDE. COMMUNITY LEVEL MAPPING IDENTIFIES THE NEIGHBORHOOD AS HAVING "HIGHEST NEEDS". THIRTY AFRICAN AMERICAN AND SPANISH SPEAKING RESIDENTS WERE ENGAGED IN FEEDBACK SESSIONS HOSTED BY THE INSTITUTE FOR PUBLIC STRATEGIES IN VICTORVILLE AND HIGH DESERT OUTREACH IN ADELANTO. FINALLY, THE COMMUNITIES OF ADELANTO HAVE BEEN DESIGNATED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES AS A MEDICALLY UNDERSERVED AREA WITH BARSTOW DESIGNATED AS BEING A PRIMARY CARE HEALTH PROFESSIONAL SHORTAGE AREA AND A MENTAL HEALTH PROFESSIONAL SHORTAGE AREA. THE HOSPITAL SELECTED SURVEYING THE HOMELESS AFTER SUPPORTING SAN BERNARDINO COUNTYS DEPARTMENT OF BEHAVIORAL HEALTHS OFFICE OF HOMELESS SERVICES COLLABORATIVE EFFORT TO COUNT THE COUNTYS HOMELESS. A HOMELESS REPORT PRODUCED FROM THE SURVEY COUNT IDENTIFIED THE VICTOR VALLEY AS HAVING THE SECOND HIGHEST POPULATION OF CHRONICALLY HOMELESS IN SAN BERNARDINO COUNTY. ACCESS TO HEALTH SERVICES FOR HOMELESS INCLUDES EYE, ORAL AND MENTAL HEALTH. THE HOSPITAL SCHEDULES COMMUNITY INPUT MEETINGS AS PART OF COMPLETING TRI-ANNUAL COMMUNITY HEALTH NEEDS ASSESSMENTS. COMMUNITY MEETINGS INCLUDE RESIDENT FOCUS GROUPS, STAKEHOLDER MEETINGS AND SURVEY AND INTERVIEWS OF TARGETED POPULATIONS. RESIDENTS ARE INVITED TO THESE MEETINGS WITH THE ASSISTANCE OF COMMUNITY ORGANIZATIONS THE HOSPITAL PARTNERS WITH. EXAMPLE PARTNERS INCLUDE CHURCHES, FOOD PROGRAMS, SCHOOLS AND COMMUNITY RESOURCE CENTERS. DATA FROM EACH TYPE OF MEETING IS PROVIDED TO THE HOSPITALS COMMUNITY BENEFIT COMMITTEE FOR DISCUSSION. AFTER CONSIDERING COMMUNITY INPUT, THE COMMITTEE MAKES A FINAL DETERMINATION ON THREE TO FOUR PRIORITY INITIATIVES IT WILL UNDERTAKE IN ITS COMMUNITY BENEFIT INVESTMENT PLAN. DURING COMMUNITY MEETINGS RESIDENTS AND LEADERS REVIEW HEALTH AND SOCIOECONOMIC DATA COLLECTED BY THE HOSPITAL. HEALTH DATA SHARED INCLUDES THE PREVALENCE OF CHRONIC DISEASE ACROSS A RANGE OF DISEASES INCLUDING, BUT NOT LIMITED TO: ASTHMA, DIABETES, HEART DISEASE, MENTAL HEALTH, OBESITY, TOBACCO AND ADDICTION. ADDITIONALLY, SOCIOECONOMIC DATA IS SHARED. THIS DATA INCLUDES, BUT IS NOT LIMITED TO: EDUCATION LEVELS, HOUSING, POVERTY RATES, ACCESS TO FOOD STAMPS. WHEN SHARING DATA RESIDENTS PRIORITIZE WHICH ISSUES MOST IMPACT THEM AND THEIR COMMUNITY. THIS PRIORITIZATION IS SHARED WITH THE HOSPITAL. BECAUSE THE HOSPITAL SERVES MULTIPLE COMMUNITIES IN ITS PRIMARY AND SECONDARY SERVICE AREAS, SEVERAL COMMUNITY MEETINGS ARE SCHEDULED IN AN EFFORT TO REACH EACH COMMUNITY. MULTIPLE COMMUNITY MEETINGS ENABLES THE HOSPITAL TO IDENTIFY COMMON THEMES OF "NEED" ACROSS THE SERVICE AREAS. FOR EXAMPLE, COMMUNITY SAFETY AND THE AVAILABILITY OF JOBS ARE COMMON THEMES AMONG RESIDENTS LIVING IN POOR COMMUNITIES. ADDITIONALLY, THE HOSPITAL SCHEDULES A COMMUNITY MEETING WITH LEADERS OF THE REGION INCLUDING EXECUTIVES OF LOCAL AND COUNTY GOVERNMENT AND NON-PROFIT SERVICE ORGANIZATIONS. THIS MEETING HAS HOSTED AS MANY AS 50 ATTENDEES. THIS MEETING ENABLES THE HOSPITAL TO RECEIVE NON-HEALTHCARE ISSUES IMPACTING HEALTH AND THE QUALITY OF LIFE. FOR EXAMPLE, EXECUTIVES FROM PUBLIC TRANSIT AGENCIES PROVIDE INSIGHT ON EXPANDING PUBLIC TRANSIT TO RURAL COMMUNITIES AS A STRATEGY HELPING THE POOR AND DISABLED ACCESS HEALTH PROVIDERS NOT LOCATED IN THEIR SMALL COMMUNITY. AS A RESULT, THE HOSPITAL CAN PARTNER TO BRING GRANTS FOR IMPROVE PUBLIC TRANSPORTATION OR THE CREATION OF LOCAL RIDE SHARE PROGRAMS TARGETING RURAL COMMUNITIES WITH LIMITED OR NO ACCESS TO PHYSICIANS, ESPECIALLY SPECIALTY CARE. A COMMUNITY INPUT PLAN IS DEVELOPED FOR EACH COMMUNITY HEALTH NEEDS ASSESSMENT COMPLETED BY THE HOSPITAL. INPUT FROM THE COMMUNITY IS WRITTEN INTO EACH NEEDS ASSESSMENT AND COMMUNITY BENEFIT PLAN. ADDITIONALLY, COMMUNITY INPUT IS SHARED REGIONALLY INCLUDING THE COUNTY PUBLIC HEALTH, BEHAVIORAL HEALTH AND COUNTY SUPERVISORS OFFICE. BY SHARING COMMUNITY FEEDBACK REGIONALLY WITH HOSPITALS AND PUBLIC HEALTH, THE HOSPITAL HOPES TO ATTRACT PARTNERS AND FUNDING TO ADDRESS NEEDS. EXAMPLES INCLUDES GRANTS TO BUILD PARKS OR ATTRACTING PARTNERS DONATING FOOD FOR DISTRIBUTION LOCALLY. SAN BERNARDINO COUNTY PUBLIC HEALTH & HEALTHY COMMUNITY PROGRAMS: PROVIDED COUNTY LEVEL HEALTH DATA AND FEEDBACK ON LOCAL HEALTH FINDINGS AND INTERVENTIONS LOCATION: SAN BERNARDINO, CA ACADEMY FOR GRASSROOTS DEVELOPMENT: HOSTED FOCUS GROUP OF 52 VICTOR VALLEY NON-PROFITS TO DISCUSS AND HELP PRIORITIZE SIGNIFICANT HEALTH ISSUES IMPACTING VICTOR VALLEY RESIDENTS. LOCATION: PHELAN, CA AND APPLE VALLEY, CA AZUSA PACIFIC UNIVERSITY: HOSTED NURSING STUDENTS TO DISCUSS AND PRIORITIZE CHRONIC DISEASE LEVELS AND PUBLIC HEALTH ISSUES IMPACTING VICTOR VALLEY. LOCATION: VICTORVILLE, CA BARSTOW NON-PROFIT COUNCIL: HOSTED FIVE LOCAL NON-PROFITS FEEDBACK ON HEALTH ISSUES IMPACTING BARSTOW VALLEY LOCATION: BARSTOW, CA HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA: HOSTS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) & COMMUNITY BENEFIT COLLABORATIVE LOCATION: RIVERSIDE, CA HIGH DESERT OUTREACH CENTER: HOSTED FOCUS GROUP OF 18 RESIDENTS, CITY NON-PROFIT AND CITY LEADERS. LOCATION: ADELANTO, CA INSTITUTE FOR PUBLIC STRATEGIES: HOSTED RESIDENT MEETING OF EIGHT TO HELP PRIORITIZE HEALTH FINDINGS AND ADVOCATE LOCAL POLICY CHANGE. LOCATION: VICTORVILLE, CA LOMA LINDA UNIVERSITY MEDICAL CENTER: PROVIDED FEEDBACK TO LOCAL HEALTH DATA INCLUDING ADVOCACY ON INTERVENTIONS AND POLICY, HOSTED UCLA LOCATION: REDLANDS, CA LORDS TABLE & FEED MY SHEEP MINISTRIES: HOSTED HOMELESS SURVEYS OF 128 LOW INCOME RESIDENTS ON HEALTH AND SOCIAL NEEDS. LOCATION: VICTORVILLE, CA KAISER PERMANENTE: PROVIDED HEALTH FINDINGS FROM ITS CHNA FOR FONTANA HOSPITAL. LOCATION: FONTANA, CA ST. JOSEPH HEALTH: PROVIDED TECHNICAL ASSISTANCE CONDUCTING CHNA INCLUDING HEALTH SURVEY DESIGN AND COMMUNITY MAPPING. LOCATION: IRVINE, CA UCLA FIELDING SCHOOL OF PUBLIC HEALTH HEALTH FORECASTING PROJECT: PROVIDED FORECASTING AND MODELING DATA FOR LOCAL HEALTH CONDITIONS TO DEVELOP LONG-TERM PERSPECTIVE ON POPULATION HEALTH, RESOURCE NEEDS AND IDENTIFICATION OF WHICH POLICIES AND INTERVENTIONS HAVE GREATEST IMPACT. LOCATION: LOS ANGELES, CA VICTOR VALLEY TRANSIT AUTHORITY: PROVIDED TECHNICAL INPUT ON PUBLIC TRANSIT OF POOR. LOCATION: HESPERIA, CA
SCHEDULE H, PART V, SECTION B, LINE 7A	CHNA WEBSITE ADDRESS http://www.stmaryapplevalley.com/documents/Community-Benefit/2014-Communit y-Health-Needs-Assessment-Report.pdf
SCHEDULE H, PART V, SECTION B, LINE 10A	IMPLEMENTATION STRATEGY WEBSITE ADDRESS HTTP://WWW.STMARYAPPLEVALLEY.COM/DOCUMENTS/COMMUNITY-BENEFIT/FY15-17-ST-MA RY-CB-AND-IS-REPORT.PDF
SCHEDULE H, PART V, SECTION B, LINE 11	IN FY16 ST. JOSEPH HEALTH, ST. MARY (SMMC OR SJH, ST. MARY) IMPLEMENTED THE FOLLOWING STRATEGIES ADDRESSING PRIORITIES AS DEVELOPED IN ITS FY15-FY17 COMMUNITY BENEFIT IMPLEMENTATION PLAN. 1. EXPANDING ACCESS TO CARE TO THE POOR - PROVIDED A TOTAL OF 28,764 CLINICAL ENCOUNTERS INCLUDING 2,826 ENCOUNTERS PROVIDED WITH MOBILE MEDICAL SERVICES FOR PRIMARY AND SPECIALTY CARE - SECURED A SECOND MOBILE MEDICAL TO EXPAND CARE IN FY17 2. EXPANDING DIABETES CARE TO THE POOR - PROVIDED 2,126 TOTAL CLINICAL ENCOUNTERS FOR DIABETES CARE - 75 PATIENTS MANAGING UNCONTROLLED DIABETES THROUGH EDUCATION AND COUNSELING - EXPANDED PARTNERSHIP WITH SPECIALTY CARE AND CENTERS OF EXCELLENCE PROGRAMS 3. IMPROVING MENTAL HEALTH - PROVIDED 2,299 TOTAL CLINICAL ENCOUNTERS PROVIDING MENTAL HEALTH CARE - IDENTIFIED ONE POLICY CHANGE PROPOSING TELE-PSYCHIATRY FOR EMERGENCY ROOM CARE - COUNSELING FOR DEPRESSION AND PTSD NOW PART OF LOCAL ADDICTION RECOVERY PROGRAM 4. DECREASING OBESITY - PROVIDED 5,289 TOTAL ENCOUNTERS FOR OBESITY INCLUDING PHYSICAL ACTIVITY AND WEIGHT LOSS CAMPAIGNS - ELEVEN FAITH BASED PARTNERS PROVIDING FRUITS AND VEGETABLES TO THE POOR AS PART OF HEALTH PROMOTION EFFORT ADDRESSING SPIRITUAL, MENTAL AND PHYSICAL NEEDS OF COMMUNITY DUE TO THE FAST PACE AT WHICH THE COMMUNITY AND HEALTH CARE INDUSTRY CHANGE, ST. JOSEPH HEALTH, ST. MARY ANTICIPATES THAT IMPLEMENTATION STRATEGIES MAY EVOLVE AND THEREFORE, A FLEXIBLE APPROACH IS BEST SUITED FOR THE DEVELOPMENT OF ITS RESPONSE TO THE ST. JOSEPH HEALTH, ST. MARY COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). ON AN ANNUAL BASIS ST. JOSEPH HEALTH, ST. MARY EVALUATES ITS COMMUNITY BENEFIT PLAN, SPECIFICALLY ITS STRATEGIES AND RESOURCES, AND MAKES ADJUSTMENTS AS NEEDED TO ACHIEVE ITS GOALS/OUTCOME MEASURES, AND TO ADAPT TO CHANGES IN RESOURCE AVAILABILITY. THE FOLLOWING COMMUNITY HEALTH NEEDS IDENTIFIED IN THE MINISTRY CHNA WILL NOT BE ADDRESSED AND AN EXPLANATION IS PROVIDED BELOW: - HOMELESSNESS SERVICES: THE HOSPITAL DOES NOT DIRECTLY ADDRESS HOMELESSNESS; HOWEVER IT PARTNERS WITH LOCAL SHELTERS AND AGENCIES PROVIDING THIS CARE. THE HOSPITAL HAS STAFF ON THE BOARDS OF LOCAL PROGRAMS OPERATING THE HIGH DESERT HOMELESS SHELTER AND A BETTER WAY DOMESTIC VIOLENCE SHELTER. IN FY16 HOSPITAL LEADERSHIP ASSISTED IN PROCESSING A SHORT-TERM LOAN ENABLING THE HOMELESS SHELTER TO COMPLETE $15,900 IN FACILITY UPGRADES. WHERE POSSIBLE, THE HOSPITAL ASSISTS WITH GRANT SUPPORT. ADDITIONALLY, THE HOSPITAL PROVIDES ADVOCACY TO THE SAN BERNARDINO COUNTY DEPARTMENT OF BEHAVIORAL HEALTHS OFFICE OF HOMELESS SERVICES AND THE COUNTYS INTERAGENCY TASKFORCE ADDRESSING HOMELESSNESS. A COUNTY-WIDE COLLABORATIVE EFFORT IS UNDERWAY TO OBTAIN MENTAL HEALTH FUNDING (PROPOSED UNDER AB 1618) TO PROVIDE AFFORDABLE HOUSING TO A TARGET POPULATION OF HOMELESS WHO ARE MENTALLY ILL. INTERESTED HEALTHCARE PARTNERS INCLUDE THE HOSPITAL, KAISER PERMANENTE AND THE COUNTYS MAJOR MANAGED MEDI-CAL PROVIDER: INLAND EMPIRE HEALTH PLAN (IEHP). - TRANSPORTATION: THE HOSPITAL DOES NOT PROVIDE THE PUBLIC FREE OR DISCOUNTED TRANSPORTATION WITH THE EXCEPTION OF OPERATING A MOBILE BUS TRANSPORTING PATIENTS TO THE HOSPITALS COMMUNITY CLINICS ON A CASE-BY-CASE BASIS. ADDITIONALLY, THE HOSPITAL SUBSIDIZES TRANSPORTATION ON A CASE-BY-CASE BASIS FOR PATIENTS DISCHARGED TO HOME OR TRANSFERRED FOR FOLLOW-ON CARE. THE HOSPITAL DOES PARTNER WITH LOCAL AGENCIES INCLUDING THE VICTOR VALLEY TRANSPORTATION AUTHORITY (VVTA) AND VICTOR COMMUNITY SERVICES COUNCIL (VCSC). BOTH PARTNERS OFFER PROGRAMS ASSISTING POOR SENIORS AND THE DISABLED TO ACCESS HEALTH AND SOCIAL SERVICES. VCSC ROUTINELY TRANSPORTS PATIENTS TO THE HOSPITALS WOUND CARE PROGRAM. ADDITIONALLY, VVTA DONATES BUSES TO PROGRAMS PROVIDING TRANSPORTATION TO THE POOR AND NOW REIMBURSES PERSONS FOR TRANSPORTING PATIENTS TO THEIR HEALTH APPOINTMENTS.
SCHEDULE H, PART V, SECTION B, LINE 13H	THE ORGANIZATION RECOGNIZES THAT A PORTION OF THE UNINSURED OR UNDERINSURED PATIENT POPULATION MAY NOT ENGAGE IN THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. THEREFORE, THE ORGANIZATION ALSO USES AN AUTOMATED PREDICTIVE SCORING TOOL TO IDENTIFY AND QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE FOR ACCOUNTS THAT ARE INITIALLY CLASSIFIED AS BAD DEBT.
SCHEDULE H, PART V, SECTION B, LINE 16A	THE FAP IS MADE WIDELY AVAILABLE AT: HTTP://WWW.STMARYAPPLEVALLEY.COM/DOCUMENTS/FINANCIAL-ASSISTANCE-POLICY.PDF
SCHEDULE H, PART V, SECTION B, LINE 16B	THE FAP APPLICATION FORM IS MADE WIDELY AVAILABLE AT: HTTP://WWW.STMARYAPPLEVALLEY.COM/DOCUMENTS/PATIENT-FINANCIAL-ASSISTANCE/FI NANCIAL-ASSISTANCE-APPLICATION-SCAL-ENGLISH_3.8.16.PDF SCHEDULE H, PART V, SECTION B, LINES 16c A PLAIN LANGUAGE SUMMARY OF THE FAP IS MADE WIDELY AVAILABLE AT: http://www.stmaryapplevalley.com/documents/Patient-Financial-Assistance/St Mary_FABrochure_2016.pdf
SCHEDULE H, PART V, SECTION B, LINE 16I	THE ORGANIZATION ADHERES TO STATE REGULATIONS IN PUBLICIZING ITS FINANCIAL ASSISTANCE POLICY. THESE REGULATIONS INCLUDE THE POSTING OF THE FULL POLICY ON THE OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE. IN ADDITION, POLICY NOTICES ARE POSTED IN CONSPICUOUS AREAS SUCH AS EMERGENCY DEPARTMENTS, BILLING OFFICES, ADMISSIONS OFFICES AND OTHER OUTPATIENT SETTINGS. INDIVIDUAL NOTICES OF FINANCIAL ASSISTANCE ARE INCLUDED WITH BILLINGS FOR PATIENTS WHO HAVE NOT PROVIDED PROOF OF THIRD-PARTY COVERAGE ALONG WITH CONTACT INFORMATION IN THE EVENT OF ADDITIONAL INQUIRIES. NOTICES OF FINANCIAL ASSISTANCE ARE ALSO PROVIDED UPON INQUIRY. WRITTEN NOTICES ARE PROVIDED IN ALL LANGUAGES SPOKEN BY 5% OR MORE OF THE HOSPITAL'S SERVICE AREA.
SCHEDULE H, PART V, SECTION B, LINE 22D	FOR PATIENTS WITH A FAMILY INCOME BETWEEN 201% AND 350% OF FEDERAL POVERTY GUIDELINES (FPG), THE HOSPITAL FACILITY USED MEDICARE RATES WHEN CALCULATING THE MAXIMUM AMOUNTS THAT CAN BE CHARGED. FOR PATIENTS WITH A FAMILY INCOME BETWEEN 351% AND 500% OF FPG, THE HOSPITAL FACILITY USED THE AVERAGE OF NEGOTIATED COMMERCIAL INSURANCE RATES TO DETERMINE THE MAXIMUM AMOUNT THAT CAN BE CHARGED.

Field	Value	IRS element (for citing)
Facility	5	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
OUTPATIENT SURGERY PAVILLION
18122 US HIGHWAY 18	APPLE VALLEY	CA	92307	AMBULATORY SURGERY CENTER
WOUND CARE CENTER
16077 KAMANA ROAD	APPLE VALLEY	CA	92307	WOUND CARE
HEALTHY BEGINNINGS CLINIC
18977 S OUTER HWY 18 A	APPLE VALLEY	CA	92307	CLINIC
ADELANTO CLINIC
11424 CHAMBERLAIN WAY STE 89	ADELANTO	CA	92301	CLINIC
HESPERIA CLINIC
17091 MAIN STREET STE 100	HESPERIA	CA	92345	CLINIC

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE H, PART I, LINE 3C	IN DETERMINING ELIGIBILITY FOR FREE OR DISCOUNTED CARE, THE ORGANIZATION ALSO CONSIDERED CERTAIN ASSETS OF A PATIENT. IN ADDITION, A PATIENT'S SPECIAL CIRCUMSTANCES WERE ALSO CONSIDERED WHEN DETERMINING ELIGIBILITY, INCLUDING BUT NOT LIMITED TO DISABILITY AND HOMELESSNESS.
SCHEDULE H, PART I, LINE 6A	ST. MARY MEDICAL CENTER PREPARES AN ANNUAL REPORT AND IT IS PUBLICLY AVAILABLE AT http://www.stmaryapplevalley.com/documents/Community-Benefit/FY16_SMMC_Com munityBenefit_Report_Final.pdf
SCHEDULE H, PART I, LINE 7	THE COST ACCOUNTING SYSTEM WAS USED TO DETERMINE THE COST OF ALL REPORTED CHARITY CARE AND OTHER COMMUNITY BENEFITS AT COST. IT INCLUDED ALL PATIENT TYPES (I.E. INPATIENT OUTPATIENT, EMERGENCY ROOM), AND WOULD ONLY INCLUDE CHARGES OR RELATED COSTS THAT PERTAIN TO EACH RESPECTIVE AREA (I.E. CHARITY, MEDICAID, MANAGED CARE, PRIVATE INSURANCE, SELF PAY, UNINSURED, ETC.). FOR UNREIMBURSED COSTS, THAT WOULD BE THE DIFFERENCE BETWEEN THE DETERMINED COSTS LESS PAYMENTS RECEIVED FOR THAT PARTIAL PAYOR GROUP. THE COSTS USED WERE NOT DERIVED FROM WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES.
SCHEDULE H, PART I, LINE 7G	SUBSIDIZED HEALTH SERVICES NO COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS WERE INCLUDED.
SCHEDULE H, PART II	COMMUNITY BUILDING ACTIVITIES COMMUNITY BUILDING ACTIVITIES INCLUDED ENVIRONMENTAL IMPROVEMENTS. A GROUP OF CONCERNED ADELANTO CITIZENS ORGANIZED A "CLEAN UP ADELANTO" DAY AFTER THEY DECIDED THAT THE UNCLEANLINESS OF THE STREETS DETERRED THEM FROM FEELING SAFE AND WILLING TO DO PHYSICAL ACTIVITY WITHIN THEIR OWN COMMUNITY. THIS EFFORT HAD A POSITIVE RESPONSE THAT IT IS NOW PLANNED ON A QUARTERLY BASIS, WITH CITY OFFICIALS, COUNTY OFFICIALS AND CONCERNED CITIZENS MENDED HEARTS SATELLITE AND PLANNED MONTHLY MEETINGS WITH HEART EXPERTS, AS SPEAKERS, TO TRAIN VOLUNTEERS DOING PEER TO PEER SUPPORT TO PATIENTS, FAMILY MEMBERS AND CAREGIVERS DOING HOSPITAL VISITS. LOCAL ADVOCACY ON ADDRESSING HOMELESS ISSUES. VICTORVILLE HAS THE SECOND HIGHEST HOMELESS POPULATION IN SAN BERNARDINO COUNTY WITH MANY REPORTING MENTAL HEALTH ISSUES AS WELL. ADVOCACY ALSO INCLUDED INCREASING ACCESS AND AWARENESS ON MENTAL HEALTH. TWO TRAININGS FOR FAITH BASED ORGANIZATIONS WERE DONE. THE FIRST TITLED, "MENTAL HEALTH" FIRST AID TRAINING AND THE SECOND "SUICIDE PREVENTION" TRAINING. ADVOCACY ALSO MEANT MEETING WITH THE LOCAL DEPARTMENT OF PUBLIC HEALTH, SAN BERNARDINO TO BRING MORE SERVICES TO THE HIGH DESERT REGION AND MEETING WITH OTHER PROVIDERS TO IDENTIFY GAPS AND REPORTING THESE FINDINGS BACK TO THE PUBLIC HEALTH DEPARTMENT. ADVOCACY ALSO INCLUDED PROVIDING GRANTS TO LOCAL NON-PROFITS TO ADDRESS MENTAL HEALTH ISSUES. ONE PROGRAM ADDRESSING SUBSTANCE ABUSE ISSUES, MANY OF THE PARTICIPANTS CLASSIFYING THEMSELVES AS HOMELESS, AND ANOTHER PROGRAM WORKING WITH TROUBLED YOUTH TO PROVIDE INDIVIDUAL AND FAMILY COUNSELING TO IMPROVE FAMILY RELATIONSHIPS AND SOCIAL BONDS.
SCHEDULE H, PART III, LINE 2	METHODOLOGY FOR CALCULATING BAD DEBT THE ORGANIZATION ANALYZES ITS HISTORICAL EXPERIENCE AND TRENDS TO ESTIMATE THE APPROPRIATE BAD DEBT EXPENSE. DISCOUNTS AND PAYMENTS ON PATIENT ACCOUNTS ARE RECORDED PRIOR TO CALCULATING BAD DEBT EXPENSE.
SCHEDULE H, PART III, LINE 3	THE ORGANIZATION RECOGNIZES THAT A PORTION OF THE UNINSURED OR UNDERINSURED PATIENT POPULATION MAY NOT ENGAGE IN THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. THEREFORE, THE ORGANIZATION ALSO USED AN AUTOMATED PREDICTIVE SCORING TOOL TO IDENTIFY AND QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE FOR ACCOUNTS THAT WERE INITIALLY CLASSIFIED AS BAD DEBT. COLLECTION ACTIONS WERE NOT PURSUED ON THESE ACCOUNTS ONCE THEY WERE RECLASSIFIED BECAUSE RECLASSIFIED ACCOUNTS RECEIVED A 100 PERCENT WRITE-OFF OF THE BALANCE DUE. AFTER THE RECLASSIFICATION THERE WAS NO REMAINING AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER OUR FINANCIAL ASSISTANCE POLICY.
SCHEDULE H, PART III, LINE 4	FINANCIAL STATEMENT FOOTNOTE DESCRIBING BAD DEBT THE HEALTH SYSTEM RECEIVES PAYMENT FOR SERVICES RENDERED TO PATIENTS FROM FEDERAL AND STATE GOVERNMENTS UNDER THE MEDICARE AND MEDICAID PROGRAMS, PRIVATELY SPONSORED MANAGED CARE PROGRAMS FOR WHICH PAYMENT IS MADE BASED ON TERMS DEFINED UNDER FORMAL CONTRACTS, AND OTHER PAYORS. THE HEALTH SYSTEM BELIEVES THERE ARE NO SIGNIFICANT CREDIT RISKS ASSOCIATED WITH RECEIVABLES FROM GOVERNMENT PROGRAMS. RECEIVABLES FROM CONTRACTED PAYORS ARE FROM VARIOUS PAYORS WHO ARE SUBJECT TO DIFFERING ECONOMIC CONDITIONS AND DO NOT REPRESENT ANY CONCENTRATED RISKS TO THE HEALTH SYSTEM. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE HEALTH SYSTEM REGULARLY ANALYZES ITS HISTORICAL EXPERIENCE AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS.
SCHEDULE H, PART III, LINE 8	BASIS FOR CALCULATING AMOUNTS CHARGED TO PATIENTS THE ORGANIZATION DOES NOT REPORT MEDICARE REVENUES AND EXPENSES AS COMMUNITY BENEFIT. MEDICARE COSTS ARE DETERMINED FROM THE MEDICARE COST REPORT USING CMS STANDARD COSTING METHODS. THIS INCLUDES STEP-DOWN ALLOCATION PROCESSES WHICH ARE APPLIED TO CALCULATE ALLOWABLE MEDICARE COSTS.
SCHEDULE H, PART III, LINE 9B	PATIENT ACCOUNTS WERE NOT FORWARDED TO COLLECTION STATUS WHEN THE PATIENT MADE A GOOD FAITH EFFORT TO RESOLVE OUTSTANDING ACCOUNT BALANCES. SUCH EFFORTS INCLUDE APPLYING FOR FINANCIAL ASSISTANCE, NEGOTIATING A PAYMENT PLAN, OR APPLYING FOR MEDICAID COVERAGE. PRIOR TO ADVANCING ANY ACCOUNT FOR EXTERNAL COLLECTION, THE ORGANIZATION PERFORMED AN EVALUATION TO IDENTIFY IF THE ACCOUNT QUALIFIED FOR FINANCIAL ASSISTANCE. ACCOUNTS FOR PATIENTS WHO QUALIFIED FOR FREE CARE WERE WRITTEN OFF AND COLLECTION EFFORTS WERE NOT PURSUED. THE ORGANIZATION'S COLLECTION POLICY ALSO APPLIED TO ACCOUNTS FOR PATIENTS WHO QUALIFIED FOR DISCOUNTED CARE.
SCHEDULE H, PART VI, LINE 2	NEEDS ASSESSMENT IN FY16 THE HOSPITAL IMPLEMENTED THE FOLLOWING STRATEGIES ADDRESSING PRIORITIES AS DEVELOPED IN ITS FY15-FY17 COMMUNITY BENEFIT IMPLEMENTATION PLAN. 1. EXPANDING ACCESS TO CARE TO THE POOR - PROVIDED A TOTAL OF 28,764 CLINICAL ENCOUNTERS INCLUDING 2,826 ENCOUNTERS PROVIDED WITH MOBILE MEDICAL SERVICES FOR PRIMARY AND SPECIALTY CARE - SECURED A SECOND MOBILE MEDICAL TO EXPAND CARE IN FY17 2. EXPANDING DIABETES CARE TO THE POOR - PROVIDED 2,126 TOTAL CLINICAL ENCOUNTERS FOR DIABETES CARE - 75 PATIENTS MANAGING UNCONTROLLED DIABETES THROUGH EDUCATION AND COUNSELING - EXPANDED PARTNERSHIP WITH SPECIALTY CARE AND CENTERS OF EXCELLENCE PROGRAMS 3. IMPROVING MENTAL HEALTH - PROVIDED 2,299 TOTAL CLINICAL ENCOUNTERS PROVIDING MENTAL HEALTH CARE - IDENTIFIED ONE POLICY CHANGE PROPOSING TELE-PSYCHIATRY FOR EMERGENCY ROOM CARE - COUNSELING FOR DEPRESSION AND PTSD NOW PART OF LOCAL ADDICTION RECOVERY PROGRAM 4. DECREASING OBESITY - PROVIDED 5,289 TOTAL ENCOUNTERS FOR OBESITY INCLUDING PHYSICAL ACTIVITY AND WEIGHT LOSS CAMPAIGNS - ELEVEN FAITH BASED PARTNERS PROVIDING FRUITS AND VEGETABLES TO THE POOR AS PART OF HEALTH PROMOTION EFFORT ADDRESSING SPIRITUAL, MENTAL AND PHYSICAL NEEDS OF COMMUNITY ON AN ANNUAL BASIS ST. JOSEPH HEALTH, ST. MARY EVALUATES ITS COMMUNITY BENEFIT PLAN, SPECIFICALLY ITS STRATEGIES DUE TO THE FAST PACE AT WHICH THE COMMUNITY AND HEALTH CARE INDUSTRY CHANGE, ST. JOSEPH HEALTH, ST. MARY ANTICIPATES THAT IMPLEMENTATION STRATEGIES MAY EVOLVE AND THEREFORE, A FLEXIBLE APPROACH IS BEST SUITED FOR THE DEVELOPMENT OF ITS RESPONSE TO THE ST. JOSEPH HEALTH, ST. MARY COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). ALSO ON AN ANNUAL BASIS, ST. JOSEPH HEALTH, ST. MARY EVALUATES ITS COMMUNITY BENEFIT PLAN AND MAKES ADJUSTMENTS AS NEEDED TO ACHIEVE ITS GOALS/OUTCOME MEASURES, AND TO ADAPT TO CHANGES IN RESOURCE AVAILABILITY. A CHARTER APPROVED IN 2007 ESTABLISHES THE FORMULATION OF THE COMMUNITY BENEFIT COMMITTEE AT ST. JOSEPH HEALTH, ST. MARY. THE ROLE OF THE COMMUNITY BENEFIT COMMITTEE IS TO SUPPORT THE BOARD OF TRUSTEES IN OVERSEEING COMMUNITY BENEFIT ISSUES. THE COMMITTEE ACTS IN ACCORDANCE WITH A BOARDAPPROVED CHARTER. THE COMMUNITY BENEFIT COMMITTEE IS CHARGED WITH DEVELOPING POLICIES AND PROGRAMS THAT ADDRESS IDENTIFIED NEEDS IN THE SERVICE AREA PARTICULARLY FOR UNDERSERVED POPULATIONS, OVERSEEING DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY BENEFIT PLAN/IMPLEMENTATION STRATEGY REPORTS, AND OVERSEEING AND DIRECTING THE COMMUNITY BENEFIT ACTIVITIES. THE COMMUNITY BENEFIT COMMITTEE HAS A MINIMUM OF EIGHT MEMBERS INCLUDING THREE MEMBERS OF THE BOARD OF TRUSTEES. CURRENT MEMBERSHIP INCLUDES SIX MEMBERS OF THE BOARD OF TRUSTEES AND SEVEN COMMUNITY MEMBERS. A MAJORITY OF MEMBERS HAVE KNOWLEDGE AND EXPERIENCE WITH THE POPULATIONS MOST LIKELY TO HAVE DISPROPORTIONATE UNMET HEALTH NEEDS. THE COMMUNITY BENEFIT COMMITTEE GENERALLY MEETS QUARTERLY. THE HOSPITAL DEVELOPS A COMMUNITY HEALTH NEEDS ASSESSMENT PLAN IN PARTNERSHIP WITH ITS CORPORATE OFFICE. PLAN ELEMENTS INCLUDE, BUT ARE NOT LIMITED TO: THE TYPES OF HEALTH DATA RESOURCES THAT WILL BE RESEARCHED AT THE NATIONAL, COUNTY AND LOCAL LEVELS, THE USE OF OTHER HEALTH AND SOCIAL ASSESSMENTS PRODUCED BY OUTSIDE PARTNERS, USE OF HOSPITAL ADMISSION AND ER DISCHARGE DATA, THE MAPPING OF COMMUNITY NEED ACROSS THE PRIMARY AND SECONDARY SERVICE AREAS AND AT THE NEIGHBORHOOD LEVEL AND THE LIMITATIONS OF DATA ESPECIALLY FOR SMALL COMMUNITIES WITH POPULATION SIZES BELOW 5,000. EXAMPLES OF LARGE DATA SOURCE INCLUDE THE US CENSUS, AMERICAN COMMUNITY SURVEY AND THE HEALTHY COUNTY RANKINGS. AN EXAMPLE NATIONAL HEALTH BENCHMARK TO REFERENCE LOCAL HEALTH AND SOCIAL CONDITIONS WOULD BE HEALTHY PEOPLE 2020. THE HOSPITAL AND CORPORATE OFFICE DEVELOP A TEAM OF STAFF WHO COLLECT AND ANALYZE DATA AND DEVELOP COMMUNITY MAPS. A DRAFT OF THE DATA IS REVIEWED AS A TEAM AND SHARED WITH THE HOSPITALS COMMUNITY BENEFIT COMMITTEE. COMMITTEE INPUT OF THE DRAFT PLAN ALLOWS THE NEEDS ASSESSMENT TEAM TO COLLECT ADDITIONAL DATA IF NEEDED OR PROVIDE INPUT ON THE PLAN TO CONDUCT COMMUNITY MEETINGS. DATA IS PREPARED BY THE ASSESSMENT TEAM AND A COMMUNITY PRESENTATION IS DEVELOPED. IN ADDITION TO CONDUCTING TRI-ANNUAL COMMUNITY HEALTH NEEDS ASSESSMENTS, THE HOSPITAL CONDUCTS PERIODIC FOCUS GROUPS WITH COMMUNITY RESIDENTS IN ORDER TO KEEP CURRENT WITH THE REQUEST FOR SPECIFIC HEALTH SERVICES ESPECIALLY IN POOR COMMUNITIES. THESE FOCUS GROUPS ENABLE THE HOSPITAL TO BRING UNIQUE CLINICAL RESOURCES TO WEEKEND HEALTH FAIRS AT THE REQUEST OF RESIDENTS. RESIDENT FOCUS GROUPS PROVIDE HOSPITAL PROGRAMS WITH CONTINUOUS INSIGHT ON THE COMPLEX SOCIO-ECONOMIC NEEDS OF PERSONS ATTEMPTING TO ACCESS HEALTH PROMOTION PROGRAMS. THESE MEETINGS ARE ALSO OPPORTUNITIES WHERE THE HOSPITAL CAN CREATE RESIDENT ADVOCATES TO ASSIST IN BRINGING COMMUNITY CHANGE RESULTING IN SAFER STREETS, A NEW PARK, EXERCISE EQUIPMENT OR THE NEED FOR A INDOOR RECREATION CENTER. FOCUS GROUP FEEDBACK IS PROVIDED TO THE HOSPITALS COMMUNITY BENEFIT COMMITTEE AND TO STAFF OPERATING COMMUNITY CLINICS AND HEALTH PROGRAMS. FINALLY, THE HOSPITAL OBTAINS COMMUNITY NEEDS FEEDBACK FROM PARTICIPATING IN HEALTHY CITY CAMPAIGNS. THESE CITY LEVEL CAMPAIGNS BRING TOGETHER DIFFERENT SECTORS OF A CITY TO DISCUSS HEALTH AND QUALITY OF LIFE CONCERNS. BY ATTENDING THESE MEETINGS THE HOSPITAL STAYS CURRENT ON THE NEEDS OF THE COMMUNITY AND IS ABLE TO WORK TO BUILD THE CAPACITY OF THOSE WORKING TOGETHER TO ADDRESS NEEDS. FOR EXAMPLE, THE HOSPITAL HAS USED FEEDBACK FROM OPERATORS OF FOOD PROGRAMS TO ASSIST IN OBTAINING DONATED PRODUCE AND GRANTS TO INCREASE COLD STORAGE OF DONATED FOODS. ADDITIONALLY, SCHEDULING CLINICAL STAFF TO ATTEND FOOD PROGRAMS IS MADE POSSIBLE BY STAYING CURRENT WITH FOOD GIVEAWAY DATES. THE HOSPITAL ASSESSES COMMUNITY NEED BY CONDUCTING RESIDENT FOCUS GROUPS AND BY ATTENDING HEALTHY CITY MEETINGS. THIS INTERACTION ALLOWS HOSPITAL STAFF TO CUSTOMIZE BRINGING CLINICAL SCREENINGS AND EDUCATION TO TARGETED NEIGHBORHOODS. ADDITIONALLY, BY ATTENDING HEALTHY CITY MEETINGS THE HOSPITAL STAYS CURRENT WITH THE NEEDS OF RESIDENTS THAT ARE BOTH HEALTH AND NON-HEALTH RELATED. EXAMPLES INCLUDE, CRIME, STREET SAFETY, CRIME AND WORKFORCE DEVELOPMENT.
SCHEDULE H, PART VI, LINE 3	PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE THE ORGANIZATION POSTED NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM. NOTICES WERE POSTED IN HIGH VOLUME INPATIENT AND OUTPATIENT SERVICE AREAS. NOTICES WERE ALSO POSTED AT LOCATIONS WHERE A PATIENT COULD PAY THEIR BILL. NOTICES INCLUDED CONTACT INFORMATION ON HOW A PATIENT COULD OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR ASSISTANCE. THESE NOTICES WERE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT WERE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN THE HOSPITAL'S SERVICE AREA. ALL PATIENTS WHO DEMONSTRATED LACK OF FINANCIAL COVERAGE BY THIRD PARTY INSURERS WERE OFFERED AN OPPORTUNITY TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION AND WERE OFFERED INFORMATION, ASSISTANCE, AND REFERRAL AS APPROPRIATE TO GOVERNMENT SPONSORED PROGRAMS FOR WHICH THEY MAY HAVE BEEN ELIGIBLE.
SCHEDULE H, PART VI, LINE 4	COMMUNITY INFORMATION THE SJH ST. MARY COMMUNITY BENEFIT SERVICE AREA IS DEFINED AS SERVING THE VICTOR VALLEY REGION OF SAN BERNARDINO COUNTY WITH A TOTAL POPULATION OF 430,795 AS REPORTED BY 2010 U.S CENSUS DATA. THE LARGER COMMUNITIES OF APPLE VALLEY, HESPERIA AND VICTORVILLE COMPRISE THE HOSPITALS PRIMARY SERVICE AREA AND THE SMALLER COMMUNITIES OF ADELANTO, BARSTOW, HELENDALE, LUCERNE VALLEY, ORO GRANDE, PHELAN AND OAK HILLS AND WRIGHTWOOD MAKE-UP THE HOSPITALS SECONDARY SERVICE AREA. THE HOSPITALS PRIMARY AND SECONDARY SERVICE AREAS CURRENTLY SERVE RESIDENTS OF THREE (3) OF SAN BERNARDINO COUNTYS FIVE (5) SUPERVISORY DISTRICTS. THE REGION IS 90% DESERT AND THE LARGEST NEAREST METROPOLITAN AREA, THE CITY OF SAN BERNARDINO, IS 40 MILES AWAY. THE SERVICE AREA IS NOTED AS HAVING SIGNIFICANTLY HIGHER PERCENTAGES OF INDIGENT AND UNINSURED POPULATIONS WHEN COMPARED WITH BOTH STATE AND NATIONAL LEVELS. ADDITIONALLY, RESIDENTS SUFFER FROM HEART DISEASE, DIABETES, ADULT OBESITY AND STROKE AT LEVELS WELL ABOVE CALIFORNIA AND NATIONAL BENCHMARKS. OVER 90% OF THE HOSPITALS COMMUNITY BENEFIT AREA HAS BEEN IDENTIFIED AS "HIGH NEED" FROM SCORING AND AGGREGATING SOCIOECONOMIC INDICATORS (E.G. INCOME, RACE, FAMILY SIZE) CONTRIBUTING TO HEALTH DISPARITIES. AREAS WITHIN THE HOSPITALS PRIMARY AND SECONDARY SERVICE AREAS ARE LISTED AS MEDICALLY UNDERSERVED AREAS INCLUDING THE COMMUNITY OF BARSTOW AND ADELANTO. ADDITIONALLY, THE REGION IS LISTED AS A MEDICAL HEALTH PROFESSIONAL SHORTAGE AREA FOR MENTAL HEALTH. WITH SOME EXCEPTIONS, THESE HEALTH AND SOCIAL CONDITIONS ARE LARGELY HOMOGENOUS ACROSS SAN BERNARDINO COUNTY. FOR THIS REASON NONPROFIT HOSPITALS IN SAN BERNARDINO ARE REPORTING SIMILAR INCREASES IN CHRONIC DISEASES AND OVERWHELMED SAFETY NET PROVIDERS. APPLE VALLEY HAS 69,135 RESIDENTS AS REPORTED BY THE 2010 CENSUS. THE TOWN IS THE HOME COMMUNITY TO SJH, ST. MARY. THE TOWN IS 73.5 SQUARE MILES AT AN ELEVATION OF 2,946 FEET WITH 23,598 HOUSEHOLDS WITH 69% WHITE, 29.2% HISPANIC AND 9.1% BLACK AND 2.9% ASIAN. APPROXIMATELY 31% OF RESIDENTS ARE BETWEEN THE AGES OF 0-19 YEARS JUST HIGHER THAN THE COUNTY AVERAGE AND RESIDENTS AGED 50 TO 85 YEARS (A TOTAL OF 35%) MAKE UP A HIGHER PERCENTAGE OF RESIDENTS THAN REPORTED AT THE COUNTY AND STATE LEVEL. THE SENIOR COMMUNITY HAS A HIGH PREVALENCE OF ADULT OBESITY, PROBLEMS ACCESSING SPECIALTY CARE, DIABETES AND PHYSICAL LIMITATIONS. ASIAN HOUSEHOLD INCOME IS REPORTED AT $86,719 WHICH IS HIGHER THAN COUNTY AND STATE LEVELS. MEDIAN HOUSEHOLD INCOME IS $56,547 WHICH IS HIGHER THAN THE COUNTY BUT LOWER THAN THE STATE LEVEL. HISPANICS AND BLACKS SUFFER UNEMPLOYMENT RATES OF 17.0% AND 20.9% RESPECTIVELY, NEARLY DOUBLE THE 9% RATE FOR WHITE RESIDENTS. VICTORVILLE - THE STATE OF CALIFORNIAS 50TH LARGEST CITY HAS A 2010 US CENSUS REPORTED POPULATION OF 115,903. THE CITY IS APPROXIMATELY 74 SQUARE MILES IN SIZE AT AN ELEVATION OF 2,726 FT. DEMOGRAPHIC DATA REPORTS 47.8% OF RESIDENTS ARE HISPANIC WITH WHITE 28.3% FOLLOWED BY BLACKS AT 16%. OVER 30% OF RESIDENTS ARE BETWEEN THE AGES OF 0 TO 19 YEARS OF AGE WHICH AS A PERCENTAGE IS LARGER THAN REPORTED AT THE COUNTY LEVEL. ECONOMIC DATA REPORTS THE MEDIAN INCOME IN VICTORVILLE IS $52,983 (AMONG AFRICAN AMERICAN FAMILIES JUST $44,767) WITH POVERTY HIGHEST (30%) IN AFRICAN AMERICAN FAMILIES FOLLOWED BY HISPANIC (16%) AND WHITE (9%). HESPERIA - HAS 90,173 RESIDENTS AS REPORTED BY THE 2010 CENSUS. THE CITY IS 73 SQUARE MILES AT AN ELEVATION OF 3,186 FEET. THE CITY HAS NO HOSPITAL AND RESIDENTS ARE DEPENDENT ON ACCESSING ACUTE CARE AT VICTORVILLE AND APPLE VALLEY HOSPITALS 10 TO 15 MILES AWAY. THERE ARE A REPORTED 26,431 HOUSEHOLDS WITH 21.9% OF BLACK FAMILIES LIVING IN POVERTY FOLLOWED BY 20.9% FOR HISPANIC AND 9.6% FOR WHITE FAMILIES. THESE POVERTY RATES ARE HIGHER THAN COUNTY AND STATE LEVELS. HOUSEHOLD INCOME IS $51,676, (LOWER THAN COUNTY AND STATE LEVELS) WITH HISPANIC FAMILY INCOME REPORTED AT $42,897, BLACK AT $49,185 AND WHITE AT $61,795. AN ESTIMATED 35.8% OF RESIDENTS ARE BETWEEN THE AGES OF 0-19 YEARS OF AGE A HIGHER PERCENTAGE THAN REPORTED AT THE COUNTY AND STATE LEVEL. THE PERCENTAGE OF STUDENTS WHO ARE REPORTED AS OVERWEIGHT/OBESE IS 41% SLIGHTLY HIGHER THAN THE COUNTY AND STATE RATINGS OF 39.3% AND 38% RESPECTIVELY. ADELANTO HAS 31,765 RESIDENTS AS REPORTED BY THE 2010 CENSUS. THE CITY IS 56 SQUARE MILES AND AT AN ELEVATION OF 2,871 FEET WITH 58.3% HISPANIC, 43% WHITE 20% BLACK. THERE ARE 7,809 HOUSEHOLDS. OVER 40% OF RESIDENTS ARE BETWEEN THE AGES OF 0 TO 19 YEARS SEVERAL PERCENTAGE POINTS HIGHER THAN COUNTY AND STATE LEVELS AND CONVERSELY, FEWER RESIDENTS ARE AGED 50 YEARS AND OLDER THAN WHAT IS REPORTED AT COUNTY AND STATE LEVELS. THE COMMUNITY IS DESIGNATED AS MEDICALLY UNDERSERVED BY HRSA. MEDIAN HOUSEHOLD INCOME IS $41,475 WITH BLACK FAMILIES EARNING THE LOWEST - ONLY $28,310, WHICH IS ALMOST HALF THE COUNTY AND STATE RATE FOR BLACK HOUSEHOLDS. UNEMPLOYMENT IS 15.75% AND AS HIGH AS 28.8% FOR HOUSEHOLDS OF TWO OR MORE RACES. THE CITY HAS FEW EMPLOYERS, OR COLLEGE, VERY FEW RETAILERS GENERATING SALES TAX REVENUE, WITH SEVERAL PRISONS IN OPERATION. ONLY 11.5% OF RESIDENTS ARE REPORTED TO HAVE ATTAINED COLLEGE DEGREES, SIGNIFICANTLY LESS THAN THE COUNTY AND STATE LEVELS.
SCHEDULE H, PART VI, LINE 5	PROMOTION OF COMMUNITY HEALTH ST. JOSEPH HEALTH, ST. MARY (SMMC) IS AN ACUTE-CARE HOSPITAL FOUNDED IN 1956, LOCATED IN APPLE VALLEY SERVING THE HIGH DESERT REGION. ST. JOSEPH HEALTH, ST. MARY PROVIDES VITAL HOSPITAL AND COMMUNITY SERVICES AND ADDRESSES THE NEEDS OF THE UNINSURED AND UNDERINSURED THROUGH ITS FINANCIAL ASSISTANCE PROGRAM PROVIDING FREE (TRADITIONAL CHARITY CARE) AND DISCOUNTED CARE. ST. JOSEPH HEALTH, ST. MARY IS COMMITTED TO PROMOTING THE HEALTH AND QUALITY OF LIFE OF ITS SURROUNDING COMMUNITY. THIS IS DEMONSTRATED THROUGH THE FOLLOWING MECHANISMS: 1) A COMMUNITY BENEFIT COMMITTEE THAT IS A SUBCOMMITTEE OF THE BOARD OF TRUSTEES, 2) AN OPEN MEDICAL STAFF AND 3) ROBUST COMMUNITY BENEFIT PROGRAMS THAT ARE IN PART FUNDED BY CARE FOR THE POOR DOLLARS. SMMC IS A HEALING MINISTRY OF ST. JOSEPH HEALTH SYSTEM, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM. ST. JOSEPH HEALTH SYSTEM IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO. THE SYSTEM INCLUDES ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPITAL CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS AND PHYSICIAN ORGANIZATIONS. EACH ASSOCIATED MINISTRY WORKS TO LIVE OUT ITS MISSION TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE PEOPLE IN THE COMMUNITIES WE SERVE. LOCAL COMMUNITY BENEFIT COMMITTEE: THE ROLE OF THE SMMC COMMUNITY BENEFIT COMMITTEE IS TO SUPPORT THE BOARD OF TRUSTEES IN OVERSEEING COMMUNITY BENEFIT EFFORTS. THE COMMITTEE ACTS IN ACCORDANCE WITH A BOARD-APPROVED CHARTER. THE COMMUNITY BENEFIT COMMITTEE IS CHARGED WITH DEVELOPING POLICIES AND PROGRAMS THAT ADDRESS IDENTIFIED NEEDS IN THE SERVICE AREA PARTICULARLY FOR UNDERSERVED POPULATIONS, OVERSEEING DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY BENEFIT PLAN/IMPLEMENTATION STRATEGY REPORTS, AND PROVIDING DIRECTION OF COMMUNITY BENEFIT ACTIVITIES. THE COMMUNITY BENEFIT COMMITTEE HAS A MINIMUM OF EIGHT MEMBERS INCLUDING THREE MEMBERS OF THE BOARD OF TRUSTEES. CURRENT MEMBERSHIP INCLUDES THREE MEMBERS OF THE BOARD OF TRUSTEES AND EIGHT COMMUNITY MEMBERS. A MAJORITY OF MEMBERS HAVE KNOWLEDGE AND EXPERIENCE WITH THE POPULATIONS MOST LIKELY TO HAVE DISPROPORTIONATE UNMET HEALTH NEEDS. THE COMMUNITY BENEFIT COMMITTEE GENERALLY MEETS BI-MONTHLY.
SCHEDULE H, PART VI, LINE 6	AFFILIATED HEALTH CARE SYSTEM ST. JOSEPH HEALTH, ST. MARY IS A HEALING MINISTRY OF ST. JOSEPH HEALTH, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY. ST. JOSEPH HEALTH IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO. THE SYSTEM INCLUDES 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. EACH ASSOCIATED MINISTRY WORKS TO LIVE OUT ITS MISSION TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE COMMUNITIES IT SERVES. SJH COMMUNITY PARTNERSHIP FUND (FKA ST. JOSEPH HEALTH SYSTEM FOUNDATION) IN 1986, ST. JOSEPH HEALTH SYSTEM CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FINANCIAL ASSISTANCE FOR THOSE IN NEED OF ACUTE SERVICES, ST. JOSEPH HEALTH SYSTEM CREATED THE ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND (FORMERLY KNOWN AS THE ST. JOSEPH HEALTH SYSTEM FOUNDATION) TO IMPROVE THE HEALTH OF LOW-INCOME INDIVIDUALS RESIDING IN LOCAL COMMUNITIES. EVERY YEAR, EACH ST. JOSEPH HEALTH HOSPITAL CONTRIBUTES 10% TEN PERCENT OF THEIR NET INCOME TO THE ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND TO SUPPORT OUTREACH EFFORTS FOR THE ECONOMICALLY POOR. IN FY16 THIS AMOUNT TOTALED $2,104,600 FOR ST. JOSEPH HEALTH, ST. MARY. 75% OF THE CONTRIBUTIONS ARE USED TO SUPPORT CARE FOR POOR PROGRAMS BY EACH HOSPITAL. 17.5% OF FUNDS ARE USED TO SUPPORT ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND INITIATIVES. THE REMAINING 7.5% ARE DESIGNATED TOWARD AN ENDOWMENT WHICH HELPS ENSURE THE FUNDS ABILITY TO SUSTAIN PROGRAMS INTO THE FUTURE THAT ASSIST LOW-INCOME AND UNDERSERVED POPULATIONS. COMMUNITY INVESTMENT FUND ST. JOSEPH HEALTH FURTHERMORE RECOGNIZES THAT THE HEALTH OF ANY COMMUNITY DEPENDS ON THE MAINTENANCE AND CREATION OF STRONG STRUCTURES- BOTH PHYSICAL AND SOCIAL- THAT CONTRIBUTE TO THE LONG-TERM WELL-BEING OF PEOPLE. THAT PHILOSOPHY INSPIRED THE INITIATION OF THE ST. JOSEPH HEALTH COMMUNITY INVESTMENT FUND- AN EFFORT TO ENABLE NON PROFIT 501(C)3 ORGANIZATIONS TO ACHIEVE THEIR FULL POTENTIAL AND PLAY A MAJOR ROLE IN THE GROWTH OF THEIR COMMUNITIES. THE SJH COMMUNITY INVESTMENT FUND PROVIDES CAPITAL IN THE FORM OF LOANS, DEPOSITS AND OTHER FORMS OF SUPPORT TO NON-PROFITS TO ENABLE THEM TO PROMOTE SOCIAL GOOD THROUGH THE DEVELOPMENT OF HEALTHIER COMMUNITIES. IN FY16, A TOTAL OF $11,200,000 WAS INVESTED INTO THE COMMUNITY THROUGH LOANS AND LINES OF CREDIT. TO LEARN MORE ABOUT ST. JOSEPH HEALTH GO TO STJHS.ORG
SCHEDULE H, PART VI, LINE 7	STATE FILING OF COMMUNITY BENEFIT REPORT CALIFORNIA

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
CATHOLIC CHARITIES
1450 N D STREET	SAN BERNARDINO	CA	92405	953516461	501(c)(3)	$20,000	$0	PROGRAM SUPPORT
ST JOHN OF GOD
13333 PALMDALE RD	VICTORVILLE	CA	92392	953806996	501(c)(3)	$27,500	$0	PROGRAM SUPPORT
ST JOSEPH HEALTH SYSTEM FOUNDATION
3345 MICHELSON DR SUITE 100	IRVINE	CA	92612	330143024	501(c)(3)	$2,104,600	$0	CARE FOR POOR

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	DESCR OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS COMMUNITY BENEFIT COMMITTEE OVERSEES/MONITORS GRANT USAGE ON A MONTHLY BASIS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Joline Treanor
Board of Director	$0	$428,962	$0	$185,825	$0	$38,057	$0	$8,975	$0	$12,793	$0	$674,612	$0	$0
Kevin Murphy
Board of Director	$0	$260,692	$0	$99,144	$0	$34,687	$0	$18,550	$0	$32,199	$0	$445,272	$0	$0
Tracey Fernandez
Chief Financial Officer	$265,689	$0	$76,369	$0	$23,158	$0	$10,236	$0	$25,216	$0	$400,668	$0	$0	$0
Tara Cowell
Secretary	$0	$291,327	$0	$113,980	$0	$38,475	$0	$18,495	$0	$30,318	$0	$492,595	$0	$0
Dennis Haghighat MD
Chief Medical Officer	$299,492	$0	$85,075	$0	$33,754	$0	$13,250	$0	$10,961	$0	$442,532	$0	$0	$0
Kelly Linden
Chief Operating Officer	$300,795	$0	$85,843	$0	$27,299	$0	$10,600	$0	$23,836	$0	$448,373	$0	$0	$0
Marilyn Drone
Chief Nursing Officer	$242,188	$0	$69,023	$0	$27,100	$0	$11,863	$0	$18,750	$0	$368,924	$0	$0	$0
Randy Bevilacqua
VP Strategic Services	$192,652	$0	$54,921	$0	$23,561	$0	$15,591	$0	$16,197	$0	$302,922	$0	$0	$0
Jean Holtman
VP Human Resources	$161,500	$0	$52,796	$0	$18,264	$0	$0	$0	$15,503	$0	$248,063	$0	$0	$0
Judy Wagner
VP Mission INTEGRATION	$154,733	$0	$44,302	$0	$13,778	$0	$4,415	$0	$10,976	$0	$228,204	$0	$0	$0
Paul Kaminski
VP Foundation	$148,755	$0	$42,774	$0	$13,434	$0	$6,071	$0	$22,427	$0	$233,461	$0	$0	$0
Laurie Roberts
Director Community Health	$156,538	$0	$50,186	$0	$2,430	$0	$16,999	$0	$8,218	$0	$234,371	$0	$0	$0
Marilyn Platt
Certified Nurse Midwife	$156,365	$0	$28,779	$0	$0	$0	$14,220	$0	$8,574	$0	$207,938	$0	$0	$0
Katherine Freeman
Staff RN	$182,265	$0	$750	$0	$0	$0	$2,930	$0	$9,231	$0	$195,176	$0	$0	$0
Hans Lim
Clinical Pharmacist	$176,242	$0	$423	$0	$4,410	$0	$12,422	$0	$20,547	$0	$214,044	$0	$0	$0
Matthew Chandler
Director, Clinical Pharmacy	$171,771	$0	$5,518	$0	$2,066	$0	$0	$0	$30,710	$0	$210,065	$0	$0	$0
Alan Garrett
President/CEO	$0	$501,614	$0	$221,973	$0	$73,720	$0	$23,850	$0	$24,506	$0	$845,663	$0	$0
DAVID O'BRIEN MD
FORMER KEY EMPLOYEE	$0	$425,145	$0	$200,374	$0	$66,755	$0	$16,228	$0	$26,544	$0	$735,046	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	SUPPLEMENTAL COMPENSATION INFORMATION TAX INDEMNIFICATION AND GROSS-UP PAYMENTS GIFT CARDS PROVIDED TO EMPLOYEES DURING CHRISTMAS AND THROUGHOUT THE YEAR FOR REWARD AND RECOGNITION ARE GROSSED UP AND TAXES ARE PAID BY THE MINISTRY.
SCHEDULE J, PART I, LINE 3	THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS THAT IS COMPLETED BY THE ST. JOSEPH HEALTH SYSTEM.
SCHEDULE J, PART I, LINE 4B	BEGINNING IN JULY 2015, NEW EXECUTIVES PARTICIPATE IN A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE PLAN PROVIDES FOR EMPLOYER CONTRIBUTIONS BASED ON A PERCENTAGE OF EXECUTIVE BASE SALARY AND ARE SUBJECT TO A FIVE YEAR OR AGE 65 VESTING SCHEDULE. EXECUTIVES PREVIOUSLY PARTICIPATED IN ANOTHER NON-QUALIFIED DEFERRED COMPENSATION PLAN THAT WAS FROZEN EFFECTIVE DECEMBER 2007, AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED. THIS FROZEN PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. NO EMPLOYEES RECEIVED 457(F) PAYMENTS DURING THE YEAR.
SCHEDULE J, PART I, LINE 7	A PORTION OF EXECUTIVES SALARIES ARE PLACED "AT-RISKARE NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A	PROGRAM SERVICE ACCOMPLISHMENTS REALIZING OUR MISSION ST. JOSEPH HEALTH, ST. MARY HAS BEEN MEETING THE HEALTH AND QUALITY OF LIFE NEEDS OF THE LOCAL COMMUNITY FOR OVER 60 YEARS. SERVING THE COMMUNITIES OF ADELANTO, APPLE VALLEY, BARSTOW, HESPERIA, AND VICTORVILLE IN THE HIGH DESERT REGION IN THE COUNTY OF SAN BERNARDINO. ST JOSEPH HEALTH, ST. MARY IS AN ACUTE CARE HOSPITAL THAT PROVIDES QUALITY CARE IN THE AREAS OF 24 HOUR EMERGENCY SERVICES, COMPREHENSIVE CARDIAC SERVICES, OUTPATIENT SURGERY PAVILION, PEDIATRIC CARE, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, COMMUNITY CLINICS AND MOBILE HEALTH SERVICES SERVING THE POOR, CHEST PAIN EMERGENCY CENTER, OPEN HEART SURGERY PROGRAM, LEVEL II NEONATAL INTENSIVE CARE, DIAGNOSTIC IMAGING SERVICES, DIABETES EDUCATION SERVICES, PHYSICAL REFERRAL SERVICES, ROBOTIC-ASSISTED SURGERY PROGRAM AND WOUND CARE AND HYPERBARIC MEDICINE. WITH OVER 1,650 EMPLOYEES COMMITTED TO REALIZING THE MISSION, ST. JOSEPH HEALTH, ST. MARY IS ONE OF THE LARGEST EMPLOYERS IN THE HIGH DESERT REGION. AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM, ST. JOSEPH HEALTH, ST. MARY IS COMMITTED TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THIS MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA NEARLY 100 YEARS AGO. THE SISTERS OF ST. JOSEPH OF ORANGE TRACE THEIR ROOTS BACK TO 17TH CENTURY FRANCE AND THE UNIQUE VISION OF A JESUIT PRIEST NAMED JEAN-PIERRE MEDAILLE. HE SOUGHT TO ORGANIZE AN ORDER OF RELIGIOUS WOMEN WHO, RATHER THAN REMAINING SAFELY CLOISTERED IN A CONVENT, VENTURED OUT INTO THE COMMUNITY TO SEEK OUT "THE DEAR NEIGHBORSMINISTER TO THEIR NEEDS. THE CONGREGATION MANAGED TO SURVIVE THE TURBULENCE OF THE FRENCH REVOLUTION AND EVENTUALLY EXPANDED, NOT ONLY THROUGHOUT FRANCE, BUT THROUGHOUT THE WORLD. IN 1912 A SMALL GROUP OF SISTERS OF ST. JOSEPH WENT TO EUREKA, CALIFORNIA, AT THE INVITATION OF THE LOCAL BISHOP, TO ESTABLISH A SCHOOL. A FEW YEARS LATER, THE GREAT INFLUENZA EPIDEMIC OF 1918 CAUSED THE SISTERS TO TEMPORARILY SET ASIDE THEIR EDUCATION EFFORTS TO CARE FOR THE ILL. THEY REALIZED IMMEDIATELY THAT THE SMALL COMMUNITY DESPERATELY NEEDED A HOSPITAL. THROUGH BOLD FAITH, FORESIGHT, AND FLEXIBILITY IN 1920, THE SISTERS OPENED THE 28-BED ST. JOSEPH HOSPITAL OF EUREKA, THE FIRST ST. JOSEPH HEALTH SYSTEM MINISTRY. PATIENT FINANCIAL ASSISTANCE PROGRAM ST. JOSEPH HEALTH, ST. MARY BELIEVES THAT NO ONE SHOULD DELAY SEEKING NEEDED MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY ST. JOSEPH HEALTH, ST. MARY HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM (FAP) THAT PROVIDES FREE OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. IN FY16, ST. JOSEPH HEALTH, ST. MARY PROVIDED $2,165,374 IN FREE AND DISCOUNTED CARE. MEDICAID PROGRAM ST. JOSEPH HEALTH, ST. MARY PROVIDED ACCESS TO UNINSURED AND UNDERINSURED PERSONS BY PARTICIPATING IN THE FEDERAL AND STATE SPONSORED MEDICAID PROGRAM. IN FY16, ST. JOSEPH HEALTH, ST. MARY PROVIDED $10,079,268 IN MEDICAID SHORTFALL. PROGRAM SERVICE ACCOMPLISHMENTS THE FOLLOWING THREE PRIORITY INITIATIVES REFLECTS KEY PROGRAM SERVICE ACCOMPLISHMENTS FOR ST. JOSEPH HEALTH, ST. MARY. EXPANDING DIABETES CARE INITIATIVE: ST. JOSEPH HEALTH, ST. MARY IS THE REGIONS ONLY PROVIDER OF COMPREHENSIVE DIABETES EDUCATION TO THE UNDERINSURED AND UNINSURED. EXPANDING DIABETES SERVICES ADDRESSES A CHRONIC CONDITION IMPACTING 15.3% OF THE COMMUNITY IN COMPARISON TO 8.6% STATEWIDE. AS PART OF ITS COMMUNITY BENEFIT PLAN, ST. JOSEPH HEALTH, ST. MARYS DIABETES PROGRAM ACHIEVED THE FOLLOWING: - 1,414 CLINICAL ENCOUNTERS; INCLUDING COUNSELING AND EDUCATION SESSIONS ON DIABETES SELF-CARE. IN ADDITION, PATIENTS RECEIVING PRIMARY CARE AT ST. MARY HIGH DESERT MEDICAL GROUP AND LOW INCOME AND UNINSURED PERSONS RECEIVING CARE AT THE HOSPITALS COMMUNITY CLINICS IN ADELANTO, APPLE VALLEY, HESPERIA FIX-SITE CLINICS OR THROUGH THE BRIGHT FUTURES MOBILE VAN. - ST. JOSEPH HEALTH, ST. MARY DIETITIAN WORKED WITH THE NON-PROFIT COMMUNITY HEALTH ACTION NETWORK TO PROVIDE DIABETES EDUCATION TO RESIDENTS LIVING IN LOW-INCOME NEIGHBORHOODS. - STARTING IN FEBRUARY OF 2016 LOCAL FAITH PARTNERS WERE PLACED IN CONTACT WITH FOOD FORWARD, A LOS ANGELES BASED SURPLUS PRODUCE DISTRIBUTION AGENCY. THIS NON-PROFIT PROVIDED SEVEN FAITH BASED HIGH DESERT PARTNERS WITH 14,000 LBS OF FRESH FRUITS AND VEGETABLES BI-WEEKLY TO SUPPORT CHURCH FOOD MINISTRIES THAT SERVE LOW-INCOME FAMILIES. ADDITIONALLY, OUR ADVOCACY RAISED AWARENESS OF HIGH DESERTS DESIGNATION AS A FOOD DESERT AND IS IN COMMUNICATION WITH COMMUNITY ACTION PARTNERSHIP, A SAN BERNARDINO CITY FOOD BANK, TO CREATE A FOOD HUB IN THE HIGH DESERT, WHERE LOCAL NON-PROFITS AND FAITH BASED ORGANIZATIONS WILL GATHER FRESH FRUITS AND VEGETABLES TO DISTRIBUTE IN THEIR RESPECTIVE COMMUNITIES. IMPROVING ACCESS TO CARE INITIATIVE: THE HOSPITALS COMMUNITY HEALTH NEEDS ASSESSMENT REPORTS ACCESS CONCERNS BY 41.5% OF RESPONDENTS, AN INCREASE OVER 38.4% REPORTED IN 2007 AND SIGNIFICANTLY HIGHER THAN 37.7% REPORTED NATIONALLY. ACCESS ISSUES ARE EXACERBATED BY SAN BERNARDINO COUNTYS ONLY SAFETY NET HOSPITAL LOCATED 45 MILES FROM THE COMMUNITY. CHRONIC CONDITIONS INCLUDING POVERTY AND MENTAL ILLNESS OFTEN IMPAIR PEOPLE FROM ACCESSING CARE. ACCESS ISSUES INCLUDE, BUT ARE NOT LIMITED TO: LACK OF TRANSPORTATION, HEALTH INSURANCE AND COST RELATED ISSUES, THE SHORTAGE OF HEALTH CARE PROFESSIONALS PARTICULARLY PRIMARY CARE PROVIDERS WHO ARE BILINGUAL AND GAPS IN HEALTH. IN FY16, ST. JOSEPH HEALTH, ST. MARY ACHIEVED THE FOLLOWING: - COMPLETED 28,764 COMMUNITY CLINIC ENCOUNTERS WHILE SERVING POOR AND RURAL PERSONS LIVING IN THE HIGH DESERT REGION TOTALING $4,017,712, WHICH INCLUDES THE DIABETES INITIATIVE. IN ADDITION, 2,449 UNINSURED PERSONS WERE ENROLLED INTO COVERED CALIFORNIA OR MEDI-CAL INSURANCE. - COMMUNITY HEALTH IMPROVEMENT SERVICES IN THE HIGH DESERT TOTALED $322,273 FOR FY16, WHICH INCLUDED TRANSPORTATION, POST-ACUTE CARE FOR HOMELESS AND UNINSURED PATIENTS AND A GRANT AIMED AT CREATING HEALTHIER CITIES. IN RELATIONS TO OUR PRIORITY OF DECREASING OBESITY THE FOLLOWING RESULTS ARE WORTH MENTIONING: OBESITY INITIATIVE: IN THE 2013 COMMUNITY HEALTH NEEDS ASSESSMENT, ADULT OVERWEIGHT AND ADULT OBESITY HAD THE HIGHEST RECORDED PERCENT INCREASE FROM ITS 2007 BASELINE; INCREASING 6.6% (OVERWEIGHT) AND 6.1% (OBESITY). STATE BENCHMARKS ARE 36% AND 24%; HIGH DESERT RATES STAND AT 37% AND 33%, RESPECTIVELY. ST. JOSEPH HEALTH, ST. MARY RESPONDED TO THIS NEED BY IMPLEMENTING A WEIGHT LOSS AND NUTRITION PROGRAM IN THE COMMUNITIES OF ADELANTO, APPLE VALLEY, HESPERIA AND VICTORVILLE. IN FY16, ST. JOSEPH HEALTH, ST. MARY ACHIEVED THE FOLLOWING: - PROVIDED 5,289 TOTAL ENCOUNTERS FOR OBESITY INCLUDING PHYSICAL ACTIVITY. - ELEVEN FAITH BASED PARTNERS PROVIDING FRUITS AND VEGETABLES TO THE POOR AS PART OF THE HEALTH PROMOTION EFFORT ADDRESSING SPIRITUAL, MENTAL AND PHYSICAL NEEDS OF THE COMMUNITY. - FACILITATED COUNTY GRANT CREATING NEIGHBORHOOD EXERCISE PARKS AND SUPPORTING TWO INAUGURAL MAYOR WEIGHT LOSS CHALLENGES IN THE COMMUNITIES OF ADELANTO AND APPLE VALLEY. MENTAL HEALTH INITIATIVE: LOW SELF RATED MENTAL HEALTH IN THE HIGH DESERT WAS RECORDED AT 18.4%; NATIONALLY IT STANDS AT 11.7%. IN FY16, ST. JOSEPH HEALTH, ST. MARY ACHIEVED THE FOLLOWING: - PROVIDED 2,299 TOTAL CLINICAL ENCOUNTERS PROVIDING MENTAL HEALTH CARE - IDENTIFIED ONE POLICY CHANGE PROPOSING TELE-PSYCHIATRY FOR EMERGENCY ROOM CARE - COUNSELING FOR DEPRESSION AND PTSD NOW PART OF LOCAL ADDICTION RECOVERY PROGRAM FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH, ST. MARY, PLEASE VISIT HTTP://WWW.STMARYAPPLEVALLEY.COM/ABOUT-US/COMMUNITY-BENEFIT.ASPX. FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJHS.ORG.
FORM 990, PART V, LINE 1A	ST. JOSEPH HEALTH SYSTEM PAYS ALL VENDORS ON BEHALF OF ITS MINISTRY ENTITIES THROUGH ITS SHARED SERVICES AND THEREFORE ISSUES THE RELATED FORM 1099-MISC UNDER ITS TAX IDENTIFICATION NUMBER.
FORM 990, PART VI, LINE 6	DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS ST JOSEPH HEALTH SYSTEM AND COVENANT HEALTH NETWORK, INC. ARE THE CORPORATE MEMBERS OF ST. MARY MEDICAL CENTER
FORM 990, PART VI, LINE 7A	DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS ST. MARY MEDICAL CENTER HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE ST. MARY MEDICAL CENTER BOARD. ALL TRUSTEE APPOINTMENTS THAT COME FROM THE ST. MARY MEDICAL CENTER BOARD AS NOMINATIONS MUST BE APPROVED BY ST. JOSEPH HEALTH SYSTEM, AS A CORPORATE MEMBER, AND ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR. THE TRUSTEES ARE THEN APPROVED AND ELECTED BY THE COVENANT HEALTH NETWORK, INC. BOARD.
FORM 990, PART VI, LINE 7B	DESCR CLASSES OF PERSONS, DECISIONS REQ APPR & TYPE OF VOTING RIGHTS THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM MEMBER OF FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS.
FORM 990, PART VI, LINE 11B	DESCR THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 THE FORM 990 WAS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AND WAS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 WAS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD AT THE MARCH 2017 MEETING. DURING THE FINANCE COMMITTEE MEETING, MANAGEMENT PRESENTED AND DISCUSSED CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE FINANCE COMMITTEE CHAIR THEN PROVIDED A SUMMARY AT THE FULL BOARD MEETING.
FORM 990, PART VI, LINE 12C	CONFLICT OF INTEREST POLICY OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICTS OF INTEREST HE/SHE MAY HAVE THAT MIGHT RESULT IN OR HAVE THE APPEARANCE OF A CONFLICT IN CONNECTION WITH THAT INDIVIDUAL SATISFYING THEIR FIDUCIARY OBLIGATIONS TO THE ORGANIZATION. DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WITH GUIDANCE FROM THE ST. JOSEPH HEALTH SYSTEM CHIEF COMPLIANCE OFFICER (CCO), THE CHIEF EXECUTIVE AND/OR THE GOVERNING BOARD CHAIRPERSON, AS APPROPRIATE, CONSIDERS THE MATTER INITIALLY. IF THE MATTER CANNOT BE RESOLVED AT THAT LEVEL, THE MATTER IS ESCALATED TO THE CCO. THE CCO, IN CONSULTATION WITH THE ST. JOSEPH HEALTH SYSTEM GENERAL COUNSEL, REVIEWS THE MATTER AND PRESENTS RECOMMENDATIONS TO THE GOVERNING BOARD AND/OR BOARD COMMITTEE, AS APPROPRIATE, FOR DISCUSSION AND VOTE. THE INDIVIDUAL WHOSE POTENTIAL CONFLICT IS BEING REVIEWED MAY BE REQUESTED TO BE PRESENT DURING ANY MEETING IN WHICH THE BOARD OR BOARD COMMITTEE CONDUCTS ITS EVALUATION BUT SHALL BE EXCUSED FOR ANY DISCUSSION OR VOTE. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH SJHS GENERAL COUNSEL, WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES, AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE.
FORM 990, PART VI, LINES 15A & 15B	PROCESS USED TO DETERMINE COMPENSATION THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. EXECUTIVE COMPENSATION IS APPROVED BY THE ST. MARY MEDICAL CENTER COMPENSATION AND BENEFITS COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE REVIEWS COMPARABILITY DATA PREPARED FOR AND COMPILED BY THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE, A COMMITTEE OF THE ST. JOSEPH HEALTH SYSTEM BOARD OF TRUSTEES COMPRISED OF INDEPENDENT MEMBERS. THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE ACTS IN ACCORDANCE WITH A COMMITTEE CHARTER APPROVED BY THE ST. JOSEPH HEALTH SYSTEM BOARD OF TRUSTEES AND AN EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER DIRECTS THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND TO APPROVE PROGRAM CHANGES, AS NECESSARY, TO ENSURE ALIGNMENT WITH THE STATED PHILOSOPHY AND ENSURE CONTINUED COMPLIANCE WITH FEDERAL AND STATE REGULATIONS ON BEHALF OF THE ST. JOSEPH HEALTH SYSTEM BOARD OF TRUSTEES. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS RETENTION OF KEY MANAGEMENT TALENT. THE EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF FOR PROFIT AND NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. ST. JOSEPH HEALTH SYSTEM PROVIDES COMPENSATION TO ITS EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO ENSURE COMPENSATION PHILOSOPHY ADHERENCE AND GENERAL FAIR MARKET VALUE COMPENSATION, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA AND ENGAGES LEGAL COUNSEL AND CONSULTING SUPPORT, AS NEEDED. THEY USE THIS INFORMATION TO SUPPORT ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE MEETS AT LEAST 3 TIMES A YEAR AND TAKES ACTION IN EXECUTIVE SESSION. THESE ACTIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. A FULL COMPENSATION REVIEW IS CONDUCTED ON A BIENNIAL BASIS AND THE LAST REVIEW WAS PERFORMED IN JUNE 2016. DURING THE YEAR, THE ST. MARY MEDICAL CENTER COMPENSATION AND BENEFITS COMMITTEE REVIEWED AND APPROVED ANY CHANGES IN COMPENSATION FOR KEY EXECUTIVES PREDICATED ON THE ANALYSIS AND RECOMMENDATION BY AN INDEPENDENT THIRD PARTY CONSULTNG FIRM WITH EXPERTISE IN HEALTHCARE EXECUTIVE COMPENSATION. IN ADDITION, ANNUAL INCENTIVE AWARDS ARE REVIEWED AND APPROVED PRIOR TO PAYMENT CONSISTENT WITH THE MOST RECENT COMPENSATION BIENNIAL REVIEW AND IN ACCORDANCE WITH THE PLAN DOCUMENT. THESE ACTIONS ARE DOCUMENTED IN DETAILED MINUTES WHICH ARE SUBSEQUENTLY APPROVED AT THE COMMITTEE MEETING.
FORM 990, PART VI, LINE 19	AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY & FIN STMTS TO GEN PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE. AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO FORM 990. FORM 990, PART X, LINE 20, COLUMN (A) BEGINNING BALANCE OF $979,140 OF TAX-EXEMPT BOND LIABILITIES WAS RECLASSED TO OTHER LIABILITIES TO BE CONSISTENT WITH REPORTING OF INTERCOMPANY BOND LIABILITIES IN THE CURRENT YEAR.
FORM 990, PART XI, LINE 9	CHANGES IN NET ASSETS OR FUND BALANCE SJHS EQUITY TRANSFER ($ 21,154,233) SJHHF EQUITY TRANSFER $ 4,333,982 ROUNDING $ 1 -------------- TOTAL ($ 16,820,250)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (33 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
COVENANT HEALTH NETWORK INC
3345 MICHELSON DRIVE STE 100	IRVINE	CA	92612	461259908	HEALTHCARE	CA	501(C)(3)	11,III	SJHS	Yes (true)
COVENANT ACO
3615 19TH STREET	LUBBOCK	TX	79410	611573313	HEALTHCARE	TX	501(C)(3)	11,I	CHS	Yes (true)
COVENANT HEALTH SYSTEM
3615 19TH STREET	LUBBOCK	TX	79410	752765566	HEALTHCARE	TX	501(C)(3)	3	SJHS	Yes (true)
COVENANT HEALTH SYSTEM FOUNDATION
3623 22ND PLACE	LUBBOCK	TX	79410	752897026	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes (true)
COVENANT MEDICAL GROUP
3420 22ND PLACE	LUBBOCK	TX	79410	752743883	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
COVENANT HEALTH PARTNERS
3615 19TH STREET	LUBBOCK	TX	79410	463516417	HEALTHCARE	TX	501(C)(3)	11,I	CHS	Yes (true)
HOAG CHARITY SPORTS
330 PLACENTIA AVE	NEWPORT BEACH	CA	92663	452982422	SUPPORT	CA	501(C)(3)	7	HHF	Yes (true)
HOAG HOSPITAL FOUNDATION
330 PLACENTIA AVE	NEWPORT BEACH	CA	92663	953222343	FUNDRAISING	CA	501(C)(3)	7	HMHP	Yes (true)
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
1 HOAG ROAD BOX 6100	NEWPORT BEACH	CA	92663	951643327	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
HOME CARE PARTNERS
1165 MONTGOMERY DR	SANTA ROSA	CA	95405	680318656	INACTIVE	CA	501(C)(3)	3	SRMH	Yes (true)
HOSPICE OF LUBBOCK
3702 21ST STREET	LUBBOCK	TX	79410	752133781	HEALTHCARE	TX	501(C)(3)	9	CHS	Yes (true)
LUBBOCK METHODIST HOSPITAL FOUNDATION
3615 19TH STREET	LUBBOCK	TX	79410	752220963	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes (true)
METHODIST CHILDREN'S HOSPITAL
4015 22ND PLACE	LUBBOCK	TX	79410	752428911	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
METHODIST HOSPITAL LEVELLAND
1900 COLLEGE AVENUE	LEVELLAND	TX	79336	752246348	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
METHODIST HOSPITAL PLAINVIEW
2601 DIMMITT ROAD	PLAINVIEW	TX	79072	752426010	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
MISSION HOSPITAL REGIONAL MEDICAL CTR
27700 MEDICAL CENTER ROAD	MISSION VIEJO	CA	92691	951643360	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
QUEEN OF THE VALLEY MEDICAL CENTER
1000 TRANCAS STREET	NAPA	CA	94558	941243669	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
REDWOOD MEMORIAL FOUNDATION
3300 RENNER DRIVE	FORTUNA	CA	95540	942779313	HEALTHCARE	CA	501(C)(3)	7	RMH	Yes (true)
REDWOOD MEMORIAL HOSPITAL
3300 RENNER DRIVE	FORTUNA	CA	95540	941384665	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
SANTA ROSA MEMORIAL HOSPITAL
1165 MONTGOMERY DR	SANTA ROSA	CA	95405	941231005	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
SISTERS OF ST JOSEPH OF ORANGE
480 S BATAVIA	ORANGE	CA	92868	951643383	RELIGIOUS ORG	CA	501(C)(3)	1	NA	false
SRM ALLIANCE HOSPITAL SERVICES (PVH)
400 NORTH MCDOWELL BLVD	PETALUMA	CA	94954	680395200	HEALTHCARE	CA	501(C)(3)	3	SRMH	Yes (true)
ST JOSEPH HEALTH MINISTRY
3345 MICHELSON DRIVE STE 100	IRVINE	CA	92612	271666576	RELIGIOUS ORG	CA	501(C)(3)	1	SSJO	false
ST JOSEPH HEALTH SYSTEM
3345 MICHELSON DRIVE STE 100	IRVINE	CA	92612	953589356	HEALTHCARE	CA	501(C)(3)	11, I	SJHM	false
ST JOSEPH HEALTH SYSTEM FOUNDATION
3345 MICHELSON DRIVE STE 100	IRVINE	CA	92612	330143024	HEALTHCARE	CA	501(C)(3)	7	SJHS	Yes (true)
ST JOSEPH HOME CARE NETWORK
1111 SONOMA STE 308	SANTA ROSA	CA	95405	680331084	HEALTHCARE	CA	501(C)(3)	9	SJHS	Yes (true)
ST JOSEPH HOSPITAL OF EUREKA
2700 DOLBEER STREET	EUREKA	CA	95501	941156596	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
ST JOSEPH HOSPITAL OF ORANGE
1100 WEST STEWART DRIVE	ORANGE	CA	92868	951643359	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
ST JUDE HOSPITAL YORBA LINDA
200 WEST CENTER ST PROMENADE	ANAHEIM	CA	92805	330185031	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
ST JUDE HOSPITAL INC
101 EAST VALENCIA MESA DRIVE	FULLERTON	CA	92635	951643324	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
ST MARY OF THE PLAINS HOSPITAL FDN
4000 24TH STREET	LUBBOCK	TX	79410	751653181	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes (true)
TALLER SAN JOSE
801 NORTH BROADWAY	SANTA ANA	CA	92701	593816355	WORK DEVELOPM	CA	501(C)(3)	2	SSJO	Yes (true)
HMTS INC
1 HOAG DRIVE	NEWPORT BEACH	CA	92658	453583707	HEALTHCARE	CA	501(C)(3)	11,I	HMHP	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt
COVENANT LONG-TERM CARE LP
SEE PART VII	ORANGE	CA	92868	264591502	HEALTHCARE	TX	NA	N/A
HERITAGE INVESTMENT GROUP
SEE PART VII	LA PALMA	CA	906231052	462611662	INVESTMENTS	CA	NA	N/A
HOAG ORTHOPEDIC INSTITUTE
SEE PART VII	LA PALMA	CA	906231052	465497794	HEALTHCARE	CA	NA	N/A
LUBBOCK SURGERY CENTER LTD
SEE PART VII	ORANGE	CA	92868	271000061	HEALTHCARE	TX	NA	N/A
METHODIST DIAGNOSTIC IMAGING
SEE PART VII	LUBBOCK	TX	79410	752177401	HEALTHCARE	TX	NA	N/A
MISSION AMBULATORY SURGICENTER
SEE PART VII	ORANGE	CA	92868	954813223	HEALTHCARE	CA	NA	N/A
NEWPORT IMAGING CENTER
SEE PART VII	LUBBOCK	TX	79410	752343261	HEALTHCARE	CA	NA	N/A
SHA LLC
SEE PART VII	MISSION VIEJO	CA	92691	203132592	HEALTHCARE	TX	NA	N/A
ST JOSEPH PHYSICIAN VENTURES I LLC
SEE PART VII	ORANGE	CA	92868	454521884	REAL ESTATE	CA	NA	N/A
ST JOSEPH HLTH SYS HOME CARE
SEE PART VII	NEWPORT BEACH	CA	92660	330841806	HOME HEALTH	CA	NA	N/A
ST JOSEPH HLTH SYS HOME HLTH
SEE PART VII	AUSTIN	TX	78750	752569094	HOME HEALTH	CA	NA	N/A
THE INNOVATION INSTITUTE
SEE PART VII	ORANGE	CA	92868	454521884	HEALTHCARE	DE	NA	N/A
NORTH BAY ENDOSCOPY CENTER
SEE PART VII	LA PALMA	CA	906231052	900745066	HEALTHCARE	CA	NA	N/A
ADVANCED SURGERY INSTITUTE LLC
1739 4TH STREET	SANTA ROSA	CA	95404	262299255	HEALTHCARE	CA	NA	N/A
MISSION VIEJO PHYSICIAN PARTNERS I LLC
27700 MEDICAL CENTER ROAD	MISSION VIEJO	CA	92691	471559873	HEALTHCARE	CA	NA	N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Legal Domicile StateLegalDomicileStateCd
AMERICAN UNITY GROUP LTD
90 PITTS BAY ROAD	PEMBROKE	HM08	BD	CAPTIVE INSURANCE	BD	NA	C-CORP
COASTAL MANAGEMENT SERVICES ORGANIZATION
				HEALTHCARE		NA	C-CORP	1 HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	330676831	CA
DATU HEALTH INC
				IT SVCS		NA	C-CORP	16150 MAIN CIRCLE DR SUITE 250	CHESTERFIELD	MO	63017	463070062	DE
HOAG MANAGEMENT SERVICES INC
				HEALTHCARE		NA	C-CORP	1 HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	330731587	CA
LUBBOCK METHODIST HOSP PRACTICE MGMT
				INACTIVE		NA	C-CORP	2107 OXFORD STREET STE 300	LUBBOCK	TX	79410	752578995	TX
LUBBOCK METHODIST HOSPITAL SVCS
				HEALTHCARE		NA	C-CORP	PO BOX 1201	LUBBOCK	TX	79410	752118585	TX
MISSION VIEJO MEDICAL VENTURES
				HEALTHCARE		NA	C-CORP	27800 MEDICAL CENTER RD 354	MISSION VIEJO	CA	92691	330212905	CA
ST JOSEPH HEALTH
				HOLDING COMPANY		NA	C-CORP	3345 MICHELSON DRIVE SUITE 100	IRVINE	CA	92612	462340232	CA
ST JOSEPH HEALTH SOURCE INC
				HEALTHCARE		NA	C-CORP	3345 MICHELSON DRIVE SUITE 100	IRVINE	CA	92612	461900168	CA
ST JOSEPH PROF SVCS ENTERPRISES INC
				HEALTHCARE		NA	C-CORP	3345 MICHELSON DRIVE SUITE 100	IRVINE	CA	92612	330155323	CA

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
ST JOSEPH HEALTH SYSTEM FOUNDATION
c	$1,568,569	CASH
ST JOSEPH HEALTH SYSTEM FOUNDAITON
b	$2,104,600	CASH
ST JUDE HOSPITAL YORBA LINDA
b	$7,655,280	FMV
ST JUDE HOSPITAL YORBA LINDA
m	$857,067	FMV

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART III	FormAndLineReferenceDesc
Explanation	IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 500 S. MAIN STREET, STE 1000, ORANGE, CA 92868 HOAG ORTHOPEDIC INSTITUTE EIN: 61-1588294 ADDRESS: 1 HOAG DRIVE, BOX 6100, NEWPORT BEACH, CA 92658 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET, LUBBOCK, TX 79410 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE 362, MISSION VIEJO, CA 92691 NEWPORT IMAGING CENTER EIN: 33-0191776 ADDRESS: 360 SAN MIGUEL, NEWPORT BEACH, CA 92660 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183, AUSTIN, TX 78750 ST. JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE, ORANGE, CA 92868 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE 100, ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE 200 ORANGE, CA 92868-2012 THE INNOVATION INSTITUTE EIN: 90-0745066 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 NORTH BAY ENDOSCOPY CENTER, LLC EIN: 61-1559876 ADDRESS: 1383 N. MCDOWELL BLVD SUITE 110, PETALUMA, CA 94954 ADVANCED SURGERY INSTITUTE, LLC EIN: 26-2299255 ADDRESS: 1739 4TH STREET, SANTA ROSA, CA 95404 MISSION VIEJO PHYSICIAN PARTNERS I, LLC EIN: 47-1559873 ADDRESS: 27700 MEDICAL CENTER ROAD, MISSION VIEJO, CA 92691	ExplanationTxt